Ann Merkley
Ann Merkley is a registered investment advisor at Cetera Investment Advisers LLC, based in West Des Moines, IA, with 32 years of industry experience. Ann is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6911 Vista Drive, West Des Moines, IA, 50226
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Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Ann is the sole owner of Merkley Wealth Associates, an investment-related DBA, dedicating full-time hours to it. She also owns Woman of Worth LLC, a women's business owner networking group, and sells fixed insurance products, including life insurance, fixed annuities, and disability insurance, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations31 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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