Melissa
Coppage

Avantax Advisory Services

CRD#3024246
Investment Advisor
in South Milwaukee, WI

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About this Advisor

Melissa Coppage is a financial advisor based in South Milwaukee, Wisconsin, working with Avantax Advisory Services. Melissa has previously held positions at Royal Alliance Associates, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Brooke Gyms, Melissa & Richard Coppage LLC, Db Wehring Wealth LLC, Wisconsin Athletic Club, Air Force Reserve, John Hancock Mutual Life Insurance Co, Signator Investors, Inc, Avantax Investment Services, Inc, Jack Schroeder & Associates, LLC, and Sunrae Financial LLC. Melissa has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Melissa is part of Avantax Advisory Services, which operates out of South Milwaukee, Wisconsin. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1125 Milwaukee Ave
South Milwaukee, WI 53172

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

WI Average: $3,042,739,679
Total Number of Employees

2,478

WI Average: 49
Total Number of Accounts

131,534

WI Average: 2,315
Average Account Size

$316,996

WI Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Melissa Coppage Work History

2023 - Present (1 year)

Db Wehring Wealth LLC

2023 - Present (1 year)

Wisconsin Athletic Club

2021 - Present (3 years)

Avantax Advisory Services

2021 - Present (3 years)

Avantax Insurance Agency, LLC

2021 - Present (3 years)

Avantax Investment Services, Inc

2018 - Present (6 years)

Sunrae Financial LLC

2016 - Present (8 years)

Brooke Gyms

2016 - Present (8 years)

Melissa & Richard Coppage LLC

1997 - Present (27 years)

Jack Schroeder & Associates, LLC

2018 - 2021 (3 years)

Royal Alliance Associates, Inc

1998 - 2018 (20 years)

Signator Investors, Inc

1996 - 2018 (22 years)

John Hancock Mutual Life Insurance Co

1995 - 2015 (20 years)

Air Force Reserve

Disclosures

Please visit the SEC profile of Melissa Coppage to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

Sean Wilhelmy
Danville, CA
Caitlyn Tierney
Ocean City, MD
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Dillon Mccann
Champlin, MN
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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