Melanie Kunze (CRD# 7392543) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spencer, WI and has 1 year of experience in the finance industry.
CRD# 4220147
Lpl Financial LLC
CRD# 5555164
Edward Jones
CRD# 1021043
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Spencer, WI | Jan 2024 - Current | < 1 |
| Smazal's Hunters Choice | Colby, WI | Jun 2021 - Current | 2 |
| Woodbury Financial, Inc. | Spencer, WI | Jul 2022 - Jan 2024 | 1 |
| Mcneely Financial | Spencer, WI | Jun 2021 - Jun 2023 | 2 |
| Rec Sports | La Crosse, WI | Sep 2019 - Jun 2023 | 3 |
| The University Of Wisconsin - La Crosse | La Crosse, WI | Sep 2019 - May 2023 | 3 |
| Marathon School District | Marathon, WI | Jun 2021 - Aug 2021 | < 1 |
| Nestle Pizza Division | Medford, WI | Apr 2020 - Aug 2020 | < 1 |
| Nestle Pizza Division | Medford, WI | Jun 2019 - Aug 2019 | < 1 |
| Marathon School District | Marathon, WI | Jun 2019 - Aug 2019 | < 1 |
| Abbotsford School District | Abbotsford, WI | Sep 2006 - May 2019 | 12 |
| Shopko | Abbotsford, WI | May 2018 - Aug 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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