Joel Merritt is a CFP-designated registered investment advisor, based in Pewankee, WI, with 11 years of industry experience.
Location
1166 Quail Court, Suite 300, Pewankee, WI, 53072
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Regulatory History
Clean regulatory record
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.
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Joel is the President and a financial advisor at Merritt Wealth & Retirement Advisors, Inc. This takes about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2018 - Present · 8 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
Diversified Management INC
January 2017 - April 2018 · 1 yr 3 mos
Thrivent Investment Management INC.
January 2016 - December 2016 · 11 mos
Thrivent Investment Management INC.Broker
January 2016 - December 2016 · 11 mos
Ameriprise Financial Services, INC.
November 2014 - January 2016 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
September 2014 - January 2016 · 1 yr 4 mos
State Registrations19 states
AZCAFLGAILLAMDMIMNNCNVNYOKORSCTNTXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.