Steven Merline (CRD# 5639928) is an Investment Advisor Representative working at Edward Jones in Manitowoc, WI and has over 15 years of experience in the finance industry.
CRD# 1273248
Merit Financial Advisors
CRD# 6226751
Verus Wealth Management
CRD# 2262789
Packerland Brokerage Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | May 2022 - Current | 1 |
| Lpl Financial LLC | Denmark, WI | Oct 2015 - May 2022 | 6 |
| Denmark State Bank | Denmark, WI | Oct 2015 - May 2022 | 6 |
| U.s. Bancorp Investments, Inc. | Green Bay, WI | Mar 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- TX
- WI
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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