Michelle Merkel is a CFP-designated registered investment advisor, based in Columbus, OH, with 33 years of industry experience.
Location
1901 Northwest Blvd, Columbus, OH, 43212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Michelle is the founder and owner of Merkel Financial Services, providing investment, insurance, and advisory services, dedicating nearly full-time hours to this. She also serves as an investment advisor representative with Kestra Advisory Services LLC, spending about a quarter of her time on this role, and is a general partner of BZB Ventures LLC.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations21 states
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