Melissa Corbeg (CRD# 6173822) is an Investment Advisor Representative working at Lpl Financial LLC in Waukesha, WI and has over 5 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Waukesha, WI | Jul 2021 - Current | 2 |
| Volunteer Service Club Of Pewaukee | Pewaukee, WI | Apr 2021 - Jul 2021 | < 1 |
| Emc Financial, LLC | Waukesha, WI | Jan 2021 - Jul 2021 | < 1 |
| Waddell & Reed | Waukesha, WI | Nov 2018 - Jul 2021 | 2 |
| Eric Corbeg | Waukesha, WI | Nov 2018 - Jul 2021 | 2 |
| Various Insurance Carriers For W & R Insurance Agencies | Pewaukee, WI | Nov 2018 - Jul 2021 | 2 |
| Slk Associates, LLC | Waukesha, WI | Aug 2017 - Jul 2021 | 3 |
| Girl Scout Troop 10771 | Waukesha, WI | Aug 2017 - Jul 2021 | 3 |
| Melissa Corbeg Notary Public | Waukesha, WI | Feb 2008 - Jul 2021 | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, VI, VT, WA, WI, WV, WY
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