DM
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Dannen Merrill

4 Years of Experience
Maryville, MO
Broker

Dannen Merrill is a registered investment advisor at Cetera Investment Advisers LLC, based in Maryville, MO, with 4 years of industry experience. Dannen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

101 W. Edwards, Maryville, MO, 64468

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Dannen is a partial owner of a CPA firm, performs maintenance and bookkeeping for a commercial real estate LLC, and is involved in several organizations including the Maryville Downtown Improvement Organization, The American Legion Boys State of Missouri, and Phi Sigma Kappa Epsilon Nu Alumni Association. Dannen also owns a land leasing/farming business and serves as the Mayor of Maryville, MO.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2022 - Present · 3 yrs 11 mos
Cetera Financial Specialists LLCBroker
January 2022 - Present · 4 yrs 6 mos
State Registrations5 states
IAKSMONETX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Dannen Merrill - Financial Advisor | TrueAdvisor