Melissa Rupe, financial advisor Lone Tree CO

Melissa Rupe

CRD Number: 5599617
Current Firm: Schwab Wealth Advisory, Inc.

Melissa Rupe (CRD# 5599617) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Lone Tree, CO Jun 2021 - Current 2
Charles Schwab & Company, Inc. Lone Tree, CO May 2020 - Current 3
Charles Schwab Bank, Ssb Colorado Springs, CO May 2020 - Jun 2021 1
Usaa Investment Management Company San Antonio, TX Jan 2018 - May 2020 2
Usaa Financial Planning Services Colorado Springs, CO Nov 2013 - May 2020 6
Usaa Financial Advisors Inc. Colorado Springs, CO Nov 2013 - May 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Melissa M. Rupe
Phone Number: 415-667-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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
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

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