Mary Mermel is a CFP-designated registered investment advisor at Sullivan Mermel, INC., based in Chicago, IL, with 18 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 50 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Sullivan Mermel does not charge investment management fees based on a percentage of your portfolio. Instead, investment guidance is bundled into their annual financial planning retainer. If you authorize them to execute trades on your behalf, they help build an asset allocation strategy and recommend no-load mutual funds and exchange-traded funds, while working through your chosen custodian such as Charles Schwab.
Contact
Mary Mermel
Location
3744 N. Southport Unit G, Chicago, IL, 60613
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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 →Employment History
Current Registrations
Sullivan Mermel, INC.
State Registrations1 state
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
Additional Information
I have worked in the financial industry for over 25 years, from working in high-profile litigation, to the back office of a derivatives house, to being a manager and district manager at Starbucks way back when they first opened in Chicago.
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