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portrait of Melanie A Peterson
FINANCIAL ADVISOR

Melanie A Peterson

AAMS™
100 N Main St, Waupaca, WI 54981opens in a new window
CallSend Me a Message

About Melanie

I am lucky to get to go to work every day in my hometown and help people work toward and achieve their personal financial goals. I love to listen to my clients talk about what they'd like to do in the future and their hopes for their families, and learn about what's important to them.

When we work together, we sit down – face to face – talk about what's most important to you and define your biggest financial goals. Then, we make a plan to achieve them. I focus on explaining investments and options without using industry jargon. When...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Intergenerational Planning

Work History

  • Edward JonesApril 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Milwaukee Sch of EngineeringBachelors

Team Members

  • Faith Wright
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(715) 942-8153

Fax

(888) 622-2070

Office Address

100 N Main St
Waupaca, WI 54981opens in a new window

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