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Melissa Renee Mikeska

THE WEALTH COACH, LLC·SALADO, Texas
Unclaimed Profile
918 NORTH MAIN STREET, SALADO, TX 76571CRD# 1476964Firm CRD# 144588
01

About

Melissa Renee Mikeska is a registered financial advisor based in SALADO, Texas, affiliated with THE WEALTH COACH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE WEALTH COACH, LLC
THE PERSONAL WEALTH COACH
AUM
$187M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THE WEALTH COACH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1476964
Firm CRD# 144588
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Renee Mikeska offer?
Melissa Renee Mikeska specializes in Financial Planning, Investment Management. Contact their office in SALADO, Texas for a consultation.
What are Melissa Renee Mikeska's credentials?
Melissa Renee Mikeska is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Renee Mikeska located?
Melissa Renee Mikeska is based in SALADO, Texas, working with THE WEALTH COACH, LLC. Their office serves clients in the SALADO metropolitan area and surrounding communities.
How does Melissa Renee Mikeska charge for services?
Melissa Renee Mikeska's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE WEALTH COACH, LLC?
THE WEALTH COACH, LLC has approximately 3 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SALADO
Jacob Aaron Mcclure — THE WEALTH COACH, LLCJeffrey William Mcclure — THE WEALTH COACH, LLCDeaone Lynn Prall — THE WEALTH COACH, LLC
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DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
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