Melissa Mansfield, financial advisor Saint Charles MN
89 score

Melissa Mansfield

CRD Number: 6189255
Current Firm: Focus Financial

Melissa Mansfield (CRD# 6189255) is an Investment Advisor Representative working at Focus Financial in Saint Charles, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Focus Financial St Charles, MN Jan 2015 - Current 1
Royal Alliance St. Charles, MN Jan 2015 - Current 1
Ameriprise Financial Services, Inc. St. Charles, MN May 2013 - Jan 2015 1
Watkins Incorporated Winona, MN Sep 2006 - May 2013 6
Extended Travel Nairobi, May 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Melissa J. Mansfield
Phone Number: 651-631-8166
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,840
    MILLIONS
  • Total Number of Accounts
    14,950
    ACCOUNTS
  • Average Account Value
    $123,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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