Melissa Rae Coppage

Current Employers

Employment History

• 11/1996 → 11/2018
  John Hancock Mutual Life Insurance Co.
  Brookfield, WI
• 02/1998 → 11/2018
  Signator Investors, Inc.
  Brookfield, WI
• 05/2026 → Present
  Robert W. Baird & Co. Incorporated
  Waukesha, WI
• 11/2018 → 10/2021
  Royal Alliance Associates, Inc.
  Brookfield, WI
• 10/2021 → 09/2025
  Avantax Advisory Services
  South Milwaukee, WI
• 10/2021 → 09/2025
  Avantax Insurance Agency, Llc
  South Milwaukee, WI
• 10/2021 → 09/2025
  Avantax Investment Services, Inc.
  South Milwaukee, WI
• 09/2016 → Present
  Brooke Gyms
  Brookfield, WI
• 07/2016 → 01/2026
  Melissa & Richard Coppage Llc
  Wauwatosa, WI
• 09/1997 → Present
  Jack Schroeder & Associates, Llc
  De Pere, WI
• 12/2018 → Present
  Sunrae Financial Llc
  Wauwatosa, WI
• 01/2023 → 05/2026
  Db Wehring Wealth Llc
  South Milwaukee, WI
• 07/2023 → Present
  Wisconsin Athletic Club
  Waueatosa, WI
• 09/2025 → 05/2026
  Cetera Wealth Services, Llc
  South Milwaukee, WI
• 09/2025 → 05/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-09-05 → 2026-06-16
  Cetera Investment Advisers Llc
  Brookfield, WI
  South Milwaukee, WI
• 2021-10-18 → 2025-09-05
  Avantax Advisory Services
  South Milwaukee, WI
  Brookfield, WI
• 2018-11-02 → 2021-10-29
  Osaic Wealth, Inc.
  Brookfield, WI
• 2017-03-01 → 2018-11-02
  Signator Investors, Inc.
  Greenfield, WI
  Elm Grove, WI
  Brookfield, WI
  Brookfield, WI

Other Businesses

1) Rental property owner 6622/6624 W Lloyd St WI, 2713/2175 S 69TH ST, WI start 8/2016, approx 5 hrs mo, 0 trading hrs......... 2) SUNRAE FINANCIAL POSITION: owner NATURE: Corporation for tax purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2019 ADDRESS: 2564 Normandy Lane, Wauwatosa WI 53226, United States DESCRIPTION: Insurance and Investment advisor 3) INSURANCE BROKERAGE POSITION: Agent NATURE: Not qualified to determine INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/15/1996 ADDRESS: 13400 Bishops Lane #150, Brookfield WI 53005, United States DESCRIPTION: Life, health LTC, disability and fixed annuities 4) MELISSA & RICHARD COPPAGE LLC POSITION: Owner NATURE: LLC Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1996 ADDRESS: 2564 Normandy Lane, Wauwatosa WI 53226, United States DESCRIPTION: Manage tenants & property 5) VANTAGE POINTE FINANCIAL GROUP POSITION: Financial Rep NATURE: Insurance Brokerage/Other INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/1996 ADDRESS: 13400 Bishop's Lane, Suite 150, Brookfiled WI 53005, United States DESCRIPTION: Client account management 6) BROOK GYMS POSITION: instuctor NATURE: Xperience Fitness Gym INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 12575 W Capital Dr, Brookfield WI 53005, United States DESCRIPTION: Teach Spin /cycle class 8) DBHW WEALTH PARTNERS POSITION: Partner NATURE: This is a branding name that represents some business within our organization currently disclosed on my U4. The business that fall under this brand are currently Hall Wehring CPAs &DB Tax and wealth INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2022; ADDRESS: 1125 Milwaukee Avenue, South Milwaukee WI 53172; This is strictly a DBA we use for branding and marketing. There are no daily duties and responsibilities associated with this DBA. This DBA will appear on our email , social media, website, signage, and other marketing. 9) WISCONSIN ATHLETIC CLUB POSITION: Fitness Instructor NATURE: I teach fitness class including Cycle and Step and Interval and Core INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: 8700 Watertown Plank Rd, Waueatosa WI 53226, United States DESCRIPTION: Teach a one hr fitness class 11) Jack Schroeder and Associates LLC; agent; Medicare supplement ,advantage and PDP plans sales ; NIR; 2; 09/01/1997; 3450 Packerland Dr De Pere WI 54115; Help client find a insurance to complement their Medicare plan 12) DB tax and wealth; Advisor; Financial planning, advise and recommendation on wealth and protection products; IR; 130; 10/22/2021; 1125 Milwaukee Avenue South Milwaukee WI 53172; Client meetings and advise  13) DB Wehring Wealth LLC; Financial Advisor; Financial Planning and investment services; NIR; 110; 01/01/2023; 1125 Milwaukee Avenue South Milwaukee WI 53172; financial planning, investment advisory services, and insurance planning

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-11

Designations

Other Names

• Melissa Rae Bielmeier
• Melissa Coppage
• Melissa Rae Coppage
• Melissa R Coppage