Melissa Schmitt (CRD# 6203570) is an Investment Advisor Representative working at Avantax Advisory Services in Dubuque, IA and has over 4 years of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 4638956
Empower Advisory Group, LLC
CRD# 5103781
Investments By Design, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Eagle Wealth Managment | Dubuque, IA | Oct 2023 - Current | < 1 |
| New Eagle Wealth Management | Dubuque, IA | Oct 2022 - Current | 1 |
| Avantax Investment Services Inc. | Dubuque, IA | Oct 2021 - Current | 2 |
| Avantax Advisory Services | Dubuque, IA | Oct 2021 - Current | 2 |
| Avantax Insurance Agency, LLC | Dubuque, IA | Oct 2021 - Current | 2 |
| New Eagle Wealth Management | Dubuque, IA | Sep 2021 - Oct 2022 | 1 |
| Lpl Financial, LLC | Dubuque, IA | May 2013 - Sep 2021 | 8 |
| Dupaco Community Credit Union | Dubuque, IA | Jun 2008 - Sep 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- IA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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