Unclaimed Profile

Melissa M Haberstich

MEMBERS CAPITAL ADVISORS, INC.·MADISON, Wisconsin

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record14 years registeredMEMBERS CAPITAL ADVISORS, INC.

5910 MINERAL POINT RD, MADISON, WI 53705CRD# 4190838Firm CRD# 105960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa M Haberstich · MADISON, WI

Registration

CRD #4190838 · MEMBERS CAPITAL ADVISORS, INC. · 14 years registered

Brand Profile

Not yet started

Career History

TRUSTAGE INVESTMENT MANAGEMENT

Apr 2023 – present

CUNA BROKERAGE SERVICES, INC.

Oct 2011 – Mar 2023

WAVERLY, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · October 6, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEMBERS CAPITAL ADVISORS, INC.

CRD 105960 · SEC 801-18140

AUM

$35.5B

Regulatory assets under management

Employees

350 client accounts

Services offered by MEMBERS CAPITAL ADVISORS, INC.

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

View all advisors at MEMBERS CAPITAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Melissa M Haberstich offer?

Melissa M Haberstich specializes in Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Melissa M Haberstich's credentials?

Melissa M Haberstich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa M Haberstich located?

Melissa M Haberstich is based in MADISON, Wisconsin, working with MEMBERS CAPITAL ADVISORS, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Melissa M Haberstich charge for services?

Melissa M Haberstich's firm is compensated through percentage of aum, subscription fees, other: fee from affiliates.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEMBERS CAPITAL ADVISORS, INC.?

MEMBERS CAPITAL ADVISORS, INC. has approximately 64 employees and manages $35.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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