Melissa B Reaktenwalt

Rossby Financial, LLC

17 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Rossby Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

804 clients

Average Client Portfolio

$446K average

Assets Under Management

$358.6M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

9701 Apollo Dr Ste 443, Marlboro, MD, 20774

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History

Regulatory History (1)

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Customer Dispute

May 2013

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Melissa is an independent insurance agent for various companies since 2018, dedicating nearly full-time hours to this and trading. She also works as a writer/editor, board member for a non-profit, a contractor for speaking engagements, and has a DBA for advisory services.