Michael Merten
Michael Merten is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, IL, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
205 South Water Street, Wilmington, IL, 60481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael provides accounting, bookkeeping, payroll, and tax preparation services through Chamness & Merten Accounting since 2005. This takes about half of Michael's time, including 3 hours per day during securities trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
State Registrations1 state
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