Michelle Merkel
Michelle Merkel is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Columbus, OH, with 33 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
1901 Northwest Blvd, Columbus, OH, 43212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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 Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations24 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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