MH
Melissa M. Haberstich
TRUSTAGE INVESTMENT MANAGEMENT
Waterloo, IA
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CRD#: 4190838
MH
Professional summary
Melissa M Haberstich, who also goes by Melissa M Chambers, Melissa Marie Chambers, Melissa Chambers, Melisssa M Chambers, Melissa Marie Haberstich, is a registered financial advisor currently at TRUSTAGE INVESTMENT MANAGEMENT located in Waterloo, Iowa and CUNA BROKERAGE SERVICES, INC. located in Waterloo, Iowa.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Melissa has worked at 4 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa M Chambers | Melissa Marie Chambers | Melissa Chambers | Melisssa M Chambers | Melissa Marie Haberstich
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
STICH INC, DBA: D & W FLOOR COVERING NOT INVESTMENT RELATED ADDRESS: 422 WASHINGTON ST, HUDSON, IA 50643 FLOOR COVERING BUSINESS PRESIDENT START DATE 7/30/2010 5 HOURS 0 HOURS HELP IN GUIDING THE DIRECTION OF THE BUSINESS AND SETTING BUSINESS GOALS; FILL IN AS BACK-UP PERSON FOR VARIOUS POSITIONS (BOOKKEEPING, SALES ETC). A AND M PROPERTIES, LLC POSITION: 50% owner NATURE: Floor Covering business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2010 ADDRESS: 3400 S. Hudson Rd, Cedar Falls IA 50613, United States DESCRIPTION: Set direction of the business and develop goals GUARDIAN PRODUCT SOLUTIONS HOLDING, LLC POSITION: Investor - Owner NATURE: GPS's LawGuard is a robust suite of consumer-focused insurance solutions that cover a wide-range of named perils designed to defray the financial impact that legal events have on American families. The LLC sells Common Units of ownership for additional capital, which will be used to support GPSH's projected business needs through 2025. GPSH is using the exemption found in Rule 506(b)of Regulation D promulgated under the Securities Act of 1933 to conduct this offering. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/19/2025 ADDRESS: 1080 Jordan Creek Parkway, Ste 190N, West Des Moines IA 50255, United States DESCRIPTION: Provide funding to the LLC to raise capital for GPS LawGuard product suite
CRS (Client Relationship Summary) - RIA
Click below to view Melissa M Haberstich's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 28, 2023 - Present
TRUSTAGE INVESTMENT MANAGEMENT
RIA
CRD#: 105960
Waterloo, IA
Current
May 20, 2004 - Present
CUNA BROKERAGE SERVICES, INC.
Office #2: 2000 Heritage Way, Waverly, IA 50677BD
CRD#: 13941
Waterloo, IA
Past
October 6, 2011 - March 30, 2023
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
WAVERLY, IA
Past
July 31, 2003 - September 25, 2003
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
August 31, 2001 - August 4, 2003
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
TRUSTAGE INVESTMENT MANAGEMENT
MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT
CRD#: 105960 / SEC#: 801-18140
RIA
Registered Investment Advisory firm - (1/4/1983 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Iowa(5/20/2004)
IAR
Iowa(4/28/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TI
TRUSTAGE INVESTMENT MANAGEMENT
MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT
CRD#: 105960 / SEC#: 801-18140
RIA
Registered Investment Advisory firm - (1/4/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5910 Mineral Point Rd, Madison, WI 53705
Mailing Address
Phone number
(608) 238-5851
Established
Firm type
Fiscal year end
# of Employees
63
SEC notice filing (50 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 363 |
| AUM (Assets Under Management) | $ 37,252,230,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
