Melody Ellis (CRD# 6011352) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 11 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Todd Bowditch | Delafield, WI | Apr 2020 - Current | 4 |
| Marie O Keefe | Jacksonville, FL | Jan 2019 - Current | 5 |
| Bradley Cotharn | Middleton, WI | Dec 2018 - Current | 5 |
| Unemployed | Galena, IL | Oct 2018 - Current | 5 |
| Matthew Schulte | Dubuque, IA | Apr 2018 - Current | 6 |
| Northwestern Mutual Investment Services LLC | Dubuque, IA | Apr 2018 - Current | 6 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Current | 8 |
| Matthew Schulte | Dubuque, IA | Apr 2018 - Oct 2018 | < 1 |
| Northwestern Mutual Investment Services LLC | Middleton, WI | Jul 2012 - Oct 2018 | 6 |
| Nick Hensen | Middleton, WI | Apr 2013 - Aug 2018 | 5 |
| Joshua Kosnick | Middleton, WI | Nov 2016 - Apr 2018 | 1 |
| Joshua Kosnick | Middleton, WI | Aug 2013 - Apr 2018 | 4 |
| Northwestern Mutual Investment Services, LLC | Middleton, WI | Jul 2012 - Apr 2018 | 5 |
| Steven H Kosnick | Middleton, WI | Aug 2013 - Oct 2016 | 3 |
| The Clean Advantage | Verona, WI | Aug 2013 - Jul 2016 | 2 |
| Northwestern Mutual Investments Services LLC | Middleton, WI | Oct 2014 - Mar 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Dec 2012 |
- WI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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