Jacob Merk is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oshkosh, 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
2391 Enterprise Dr, Oshkosh, WI, 54904
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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 →Other Business ActivitiesSells Insurance
Jacob is involved with Provident Financial Consultants, LLC, selling non-variable insurance since 2018, dedicating a few hours per week. He also has another investment-related role with the same company since 2020, spending about 10% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations11 states
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