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Current Employers
Trustage Investment Management

5910 Mineral Point Rd, Madison, WI 53705 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-04-28
  • IA RA
    APPROVED
    Since 2023-04-28

Branch Locations

5910 Mineral Point Rd, Madison, WI 53705 • United States

Waterloo, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Mutual Group Waverly IA 09/2003 Present
Cuna Brokerage Services, Inc. Waverly IA 04/2004 Present
  • 09/2003 → Present
    Cuna Mutual Group
    Waverly, IA
  • 04/2004 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
Other Businesses

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 STICH INC DBA D&W FLOOR COVERING, POSITION: Co-owner NATURE: Floor Coverings INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2013 ADDRESS: 3400 S. Hudson Rd, Cedar Falls IA 50613, United States DESCRIPTION: Co-own the business and assist with strategic planning and P&L statements, etc/not sure if I have the start date accurate. A AND M PROPERTIES, LLC POSITION: 50% owner NATURE: Floor Covering business and rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 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; manage taxes for rental property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-05
  • S66 Uniform Combined State Law Examination
    2011-10-05
Other Names
  • Melisssa M Chambers
  • Melissa Marie Chambers
  • Melissa Marie Haberstich
  • Melissa M Chambers
  • Melissa Chambers

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