Brian Merrick, financial advisor Cincinnati OH
93 score

Brian Merrick

CRD Number: 4500414
Current Firm: Ameriprise Financial Services, Inc.

Brian Merrick (CRD# 4500414) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Cincinnati, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Cincinnati, OH Oct 2015 - Current 1
Joseph Beshear Cincinnati, OH Apr 2015 - Current 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2015 - Sep 2015 < 1
Northwestern Mutual Investment Services LLC Cincinnati, OH Apr 2015 - Sep 2015 < 1
Ameriprise Financial Cincinnati, OH Apr 2012 - Feb 2015 2
Ameriprise Financial Cincinnati, OH Apr 2012 - Feb 2015 2
Mfs Fund Distributors, Inc. Boston, MA Sep 2000 - Feb 2012 11
Mfs Investment Management Boston, MA Sep 2000 - Feb 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for Brian P. Merrick
Phone Number: 612-671-3131
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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