Mark Schmerge, financial advisor Cincinnati OH

Mark Schmerge

CRD Number: 1025553
Current Firm: Schmerge Executive Planning Services, Inc.

Mark Schmerge (CRD# 1025553) is an Investment Advisor Representative working at Schmerge Executive Planning Services, Inc. in Cincinnati, OH and has over 41 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fortune Financial Services, Inc. New Brighton, PA Nov 2012 - Current 11
Schmerge Executive Planning Services Inc. Cincinnati, OH Aug 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
Contact Info for Mark J. Schmerge
Phone Number: 513-241-2110
Firm Website: http://www.schmerge.com
Registered State(s):
  • KY
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    668
    ACCOUNTS
  • Average Account Value
    $148,776
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

KY, MI, OH

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