Melissa Jo Sanchez

Current Employers

Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2017-12-15
TX	RA	APPROVED	2017-03-17
WI	RA	APPROVED	2017-03-16

FL RA
APPROVED

Since 2017-12-15
TX RA
APPROVED

Since 2017-03-17
WI RA
APPROVED

Since 2017-03-16

Branch Locations

N17 W24222 Riverwood Dr. Ste 240, Waukesha, WI 53188 • United States

Eagle, WI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Retirement Planning Corp	Brookfield	WI	11/1997	03/2017
Mpc Advisors, Llc	Brookfield	WI	02/2011	03/2017
Girard Securities, Inc.	San Diego	CA	02/2011	03/2017
Robert W Baird & Co	Waukesha	WI	03/2017	Present

11/1997 → 03/2017

Retirement Planning Corp

Brookfield, WI
02/2011 → 03/2017

Mpc Advisors, Llc

Brookfield, WI
02/2011 → 03/2017

Girard Securities, Inc.

San Diego, CA
03/2017 → Present

Robert W Baird & Co

Waukesha, WI

Previous Registrations

2011-02-28 → 2017-09-08

Mpc Advisers, Llc

Brookfield, WI
1997-10-23 → 2011-02-28

Securian Financial Services, Inc.

Brookfield, WI

Brookfield, WI

Other Businesses

Name and Address: UpNort, LTD 806 Sutton Drive Eagle WI 53119 Start Date: 6/12/21 Hours Spent: 0-1 hours/month Hours Spent during trading hours: Zero Role/Responsibility: Board Member; Used for family land Non Investment Related Name/Address: Eagle Community Association / PO Box 352, Eagle, WI 53119 Start Date: 7/15/23 Hours Spent: 0-10hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Treasurer Investment Related Name/Address: Rental Property, Eagle, WI 53119 Start Date: 8/1/2026 Hours Spent: 0-3 per month; During Trading Hours: 0-3 Role/Responsibility: Owner Investment Related

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-08-11
S63	Uniform Securities Agent State Law Examination	1997-10-14

S65 Uniform Investment Adviser Law Examination

1999-08-11
S63 Uniform Securities Agent State Law Examination

1997-10-14

Designations

Other Names

Melissa Jo Eckstein
Melissa Jo Eckstein
Melissa Sanchez

View on SEC IAPD