James Meert, financial advisor Hamilton IN

James Meert

CRD Number: 4316339
Current Firm: Meert/ Zoller Financial Group

James Meert (CRD# 4316339) is an Investment Advisor Representative working at Meert/ Zoller Financial Group in Hamilton, IN and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
American Equity Investment Corporation New Albany, IN Feb 2010 - Current 12
The Meert/zoller Financial Group Auburn , IN Jul 2002 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for James L. Meert
Phone Number: (866) 572-4015
Firm Website: http://www.mzfg.com/
Registered State(s):
  • IN
Current Firm Details
Meert/ Zoller Financial Group
Firm's CRD Number: 152627
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $189,861
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)
Types of Clients
Registered States

IN

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