William Merriken
William Merriken is a ChFC-designated registered investment advisor at Redwood Wealth Management Group, LLC, based in Medford, NJ, with 35 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 424 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and can be higher or lower based on account size, participation in wrap programs, and asset structure complexity.
Fee Estimator
Location
400 Stokes Road, Medford, NJ, 08055
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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
William is the owner of Merriken Financial Group, Inc., dedicating nearly full-time hours to providing financial planning and insurance services. He also acts as a solicitor for Redwood Wealth Management, LLC, providing client referrals.
Employment History
Current Registrations
Redwood Wealth Management Group, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Lane Hipple - Wealth Management Group
Purshe Kaplan Sterling InvestmentsBroker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
LPL Financial LLC
LPL Financial LLCBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Secured Resource Associates, INC.Broker
Investment Distributors INC.Broker
Connecticut Mutual Financial Services, INC.Broker
State Registrations1 state
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
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