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Melissa Haberstich

Chief Compliance Officer at Members Capital Advisors

Investment adviser and broker registrationsWaterloo, IASEC record checked 17 October 2026

24
Years in the industry
3
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Melissa Haberstich is Chief Compliance Officer of Members Capital Advisors, Inc., a Madison investment adviser managing $39.5B. Melissa Haberstich has been registered through Members Capital Advisors since 28 April 2023, has 24 years in the industry across 2 firms and has passed 6 licensing exams.

Role at Members Capital Advisors

Title on Schedule A
Chief Compliance Officer
Control
Melissa Haberstich is not a control person of Members Capital Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Melissa Haberstich has held the filed role since January 2023.

The firm

Members Capital Advisors, Inc.
Madison, WI

Form ADV filed 9 September 2026

$39.5B AUM349 clients41 advisers2 offices

Career on record

Melissa Haberstich has been registered through Members Capital Advisors since April 2023, and before that through Cuna Brokerage Services, Inc..

Firms and exams, newest first
  1. Passed Series 52TO · 2025
  2. Trustage Investment ManagementCurrent
    – present · 3 years
    Waterloo, IA · Adviser representative · Firm CRD 105960
  3. Passed SIE · 2018
  4. Passed Series 53 · 2017
  5. Cuna Brokerage Services, Inc.
    – · 11 years
    Waverly, IA · Adviser representative · Firm CRD 13941
  6. Passed Series 66 · 2011
  7. Passed Series 24 · 2009
  8. Passed Series 7 · 2001

Registrations and exams

Melissa Haberstich has a current investment-adviser registration in Iowa and has passed 6 qualifying exams.

Iowa28 April 2023
Scope
Investment adviser representative
Status
Approved

Examinations

Series 665 October 2011
Name
Uniform Combined State Law Examination
Series 5321 April 2017
Name
Municipal Securities Principal Examination
Series 248 May 2009
Name
General Securities Principal Examination
Series 52TO25 September 2025
Name
Municipal Securities Representative Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 730 August 2001
Name
General Securities Representative Examination

Individual record

Full name
Melissa M Haberstich
CRD
4190838
Firm
Members Capital Advisors, Inc.
Registration status
Investment adviser and broker registrations
Office
Waterloo, IA
Firm bio
trustage.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

TruStage Investment Management lists Melissa Haberstich as Chief Compliance Officer. MEMBERS CAPITAL ADVISORS, INC. official team biography

Common questions

Where does Melissa Haberstich work?

Melissa Haberstich has been Chief Compliance Officer of Members Capital Advisors, Inc. since January 2023.

Source: Form ADV, Schedule A, filed 9 September 2026

Is Melissa Haberstich a financial advisor?

Yes. Melissa Haberstich has a current investment-adviser registration in Iowa, through Members Capital Advisors since April 2023, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Melissa Haberstich have?

Melissa Haberstich has worked in the financial industry for 24 years as of 17 October 2026, counted from 25 April 2002, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Melissa Haberstich passed?

Melissa Haberstich has passed 6 licensing exams: the Series 7, Series 24, Series 66, Series 53, SIE and Series 52TO. The earliest, the Series 7, was passed in August 2001.

Source: IAPD individual record, checked 17 October 2026

Where did Melissa Haberstich work before Members Capital Advisors?

Before Members Capital Advisors, Melissa Haberstich was registered through Cuna Brokerage Services, Inc., October 2011 to March 2023.

Source: IAPD individual record, checked 17 October 2026

Where is Melissa Haberstich based?

Melissa Haberstich’s registered office is in Waterloo, IA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Members Capital Advisors

  • Eric M Boyd
    Vice President, Officer and Managing Director - Investments
  • Amy Cameron
    President, Executive Vice President and Chief Investment Officer
  • Allen Cantrell
    Vice President, Officer, Managing Director - Investments
  • Kevin Coombe
    Vice President, Officer and Managing Director - Investments
  • Anne Finucane
    Senior Vice President, Deputy Chief Investment Officer - Investments
  • Thomas Jensen
    Vice President, Officer, Managing Director - Investments
  • Jason Micks
    Vice President, Officer and Managing Director - Investment Research
  • Barth Thomas
    Secretary, Vice President, Director and Officer
  • Stan J Van Aartsen
    Vice President, Officer and Managing Director - Investments
  • Benjamin Wydick
    Senior Vice President, Director, Officer and Chief Risk Executive
  • Brian Borakove
    Treasurer and Officer

Sources

  1. IAPD individual record, CRD 4190838. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Members Capital Advisors, Inc., filed 9 September 2026. Title, control and ownership bands.
  3. Members Capital Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Melissa Haberstich or Members Capital Advisors, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.