WM
ChFC
WM
ChFC

William Sapp Merriken

34 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
430 clients
Average Client Portfolio
$657K average
Assets Under Management
$282.5M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

119 n church st, moorestown, NJ, 08057

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History

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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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
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2016 - August 2017 · 9 mos
Lane Hipple - Wealth Management Group
November 2015 - September 2016 · 10 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2013 - September 2015 · 1 yr 11 mos
Vsr Financial Services, INC.Broker
April 2013 - September 2013 · 5 mos
Vsr Advisory Services
April 2013 - September 2013 · 5 mos
LPL Financial LLC
July 2012 - April 2013 · 9 mos
LPL Financial LLCBroker
July 2009 - April 2013 · 3 yrs 9 mos
On Investment Management CO
February 2006 - May 2009 · 3 yrs 3 mos
The O.N. Equity Sales CompanyBroker
July 2004 - May 2009 · 4 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
January 1999 - January 2002 · 3 yrs
Northwestern Mutual Investment Services, LLCBroker
October 1995 - July 2003 · 7 yrs 9 mos
Secured Resource Associates, INC.Broker
January 1987 - August 1987 · 7 mos
Investment Distributors INC.Broker
February 1985 - October 1986 · 1 yr 8 mos
Connecticut Mutual Financial Services, INC.Broker
February 1981 - November 1986 · 5 yrs 9 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.