TrueAdvisor
TrueAdvisor
MM
MM

Michael Merk

Wesbanco Securities, INC.
9 Years of Experience
Jeffersonville, IN
1 DisclosureBroker
View SEC Summary
View SEC Summary

Michael Merk is a registered investment advisor at Wesbanco Securities, INC., based in Jeffersonville, IN, with 9 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,627 clients with $290M in assets under management.

Wesbanco Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
51 advisors
Number of Clients
1,627 clients
Average Client Portfolio
$176K average
Assets Under Management
$285.9M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $2.0M1.50%
$2M+1.00%

Fees are negotiable. Third-party manager programs such as BNY Mellon Advisors use this same fee schedule, while separate BNY Mellon or SEI programs may have their own program fees and minimum investments.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

201 W. Court Ave, Jeffersonville, IN, 47130

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is an Associate Specialist - Invest Services at Ally Invest Advisors since 2021, supporting both Ally Invest Securities and Ally Invest Advisors. This takes about 10-20% of his time.

Employment History
Current Registrations
Wesbanco Securities, INC.
June 2026 - Present · 4 mos
Wesbanco Securities, INC.Broker
April 2026 - Present · 6 mos
Previous Registrations
Ally Invest Advisors
October 2021 - March 2026 · 4 yrs 5 mos
Ally Invest Securities LLCBroker
May 2021 - March 2026 · 4 yrs 10 mos
Fidelity Personal and Workplace Advisors
January 2020 - March 2020 · 2 mos
Fidelity Brokerage Services LLCBroker
January 2019 - March 2020 · 1 yr 2 mos
TD Ameritrade, INC.
January 2018 - August 2018 · 7 mos
TD Ameritrade Investment Management, LLC
January 2018 - August 2018 · 7 mos
TD Ameritrade, INC.Broker
January 2018 - August 2018 · 7 mos
Scottrade, INC.Broker
April 2017 - January 2018 · 9 mos
Charles Schwab & CO., INC.
December 2015 - February 2017 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
November 2015 - February 2017 · 1 yr 3 mos
State Registrations1 state
IN
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.
More Advisors
More financial advisors in Jeffersonville, IN →All financial advisors in Indiana →
Michael Merk - Financial Advisor | TrueAdvisor