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Melissa A Wahlen

Raymond James & Associates, Inc.

Waukesha, WI

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-20
WI RA APPROVED 2025-11-20
  • TX RA
    APPROVED
    Since 2025-11-20
  • WI RA
    APPROVED
    Since 2025-11-20

Branch Locations

20800 Swenson Drive Suite 325, Waukesha, WI 53186 • 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
Edward Jones St. Louis MO 04/2015 11/2025
Raymond James & Associates Waukesha WI 11/2025 Present
  • 04/2015 → 11/2025
    Edward Jones
    St. Louis, MO
  • 11/2025 → Present
    Raymond James & Associates
    Waukesha, WI
Previous Registrations
  • 2015-05-28 → 2025-11-21
    Edward Jones
    Franklin, WI
    Waukesha, WI
    Wauwatosa, WI
    St Louis, MO
    Franklin, WI
    Greenfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-27
  • S66 Uniform Combined State Law Examination
    2015-05-27
Other Names
  • Melissa Ann Wahlen
  • Missy Wahlen
  • Missy Gress
  • Melissa Ann Gress

View on SEC IAPD

Other Firms

DANA INVESTMENT ADVISORS INC
WELLS FARGO CLEARING SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

BRIAN VICTOR LEHKY
MARK RICHARD MIRSBERGER
MIKHAIL I ALKHAZOV
STEVEN ALLEN JAEGER
NOAMAN A.Q. SHARIEF
JEROME JOSEPH VERANTH
MATTHEW ROBERT SLOWINSKI
DANIEL GLENN SIEVERS

Other Offices

DANA INVESTMENT ADVISORS INC · WAUKESHA, WI
DANA INVESTMENT ADVISORS INC · Waukesha, WI
WELLS FARGO CLEARING SERVICES, LLC · WAUKESHA, WI
WORLD INVESTMENT ADVISORS, LLC · Waukesha, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAUKESHA , WI
OSAIC WEALTH, INC. · WAUKESHA, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Waukesha, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Waukesha, WI

More in Waukesha, WI

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