Merriam Rink
Merriam Rink is a CFP-designated registered investment advisor at Ausdal Financial Partners, INC., based in Bettendorf, IA, with 41 years of industry experience. Merriam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.
Fee Estimator
Location
2435 Kimberly Road, Suite 305 South, Bettendorf, IA, 52722
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Merriam sells fixed insurance and equity index annuities since 2012, dedicating minimal time to this activity. She is also the treasurer for Forest Road Estates Home Owners Association and a partner in Cameo 563 LLC, a bookkeeping unit.
Employment History
Current Registrations
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
The O.N. Equity Sales CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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