Wesley Merk is a registered investment advisor at LPL Financial LLC, based in Waukesha, WI, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2109 Corporate Dr., Waukesha, WI, 53186
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wesley works as an investment consultant for Citizens Bank of Mukwonago, starting in 2015, dedicating minimal time to this role. He also appears to conduct business through Citizens of Mukwonago Investment Services and Citizens Investment Services, DBAs for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
State Registrations22 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.