Melissa Corbeg, financial advisor Waukesha WI

Melissa Corbeg

CRD Number: 6173822
Current Firm: Lpl Financial LLC

Melissa Corbeg (CRD# 6173822) is an Investment Advisor Representative working at Lpl Financial LLC in Waukesha, WI and has over 2 years of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Waukesha WI
Robyn T. Abel
CRD# 6857150
Robert W. Baird & Company Incorporated
Similar Advisors
Naomi Ackley, financial advisor Waukesha WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Matthew Adey, financial advisor Waukesha WI
Matthew J. Adey
CRD# 4368960
Pgim Investments LLC
Company Name Location Dates Years
Lpl Financial LLC Waukesha, WI Jul 2021 - Current < 1
Volunteer Service Club Of Pewaukee Pewaukee, WI Apr 2021 - Current < 1
Emc Financial, LLC Waukesha, WI Jan 2021 - Current < 1
Waddell & Reed Waukesha, WI Nov 2018 - Current 3
Eric Corbeg Waukesha, WI Nov 2018 - Current 3
Various Insurance Carriers For W & R Insurance Agencies Pewaukee, WI Nov 2018 - Current 3
Slk Associates, LLC Waukesha, WI Aug 2017 - Current 4
Girl Scout Troop 10771 Waukesha, WI Aug 2017 - Current 4
Melissa Corbeg Notary Public Waukesha, WI Feb 2008 - Current 13
Phs Boosterclub Pewaukee, WI Oct 2020 - Mar 2021 < 1
Self Employed Waukesha, WI Mar 2016 - Nov 2018 2
Waddell & Reed Inc. Waukesha, WI Apr 2016 - May 2017 1
Various Insurance Carriers For W & R Insurance Agencies Pewaukee, WI Apr 2016 - May 2017 1
Unemployed Pewaukee, WI Mar 2016 - Apr 2016 < 1
Investors Advisory Group Waukesha, WI Mar 2013 - Mar 2016 3
Lpl Financial LLC Waukesha, WI Nov 2014 - Feb 2016 1
Boneyard Sussex Sussex, WI Jan 2014 - Jul 2014 < 1
Joe Bonow State Farm Agency Waukesha, WI Jan 2011 - Mar 2013 2
Butler Inn Pewaukee, WI May 2012 - Feb 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Melissa L. Corbeg
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • CO
  • FL
  • MN
  • NV
  • PA
  • WI
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.