Derek Merkler (CRD# 6742666) is an Investment Advisor Representative working at Xypn Invest in Georgetown, KY and has over 7 years of experience in the finance industry. Derek Merkler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Xy Investment Solutions, LLC | Georgetown, KY | Mar 2024 - Current | < 1 |
Greenheck Group | Frankfort, KY | Sep 2021 - Current | 2 |
Trophy Point Financial Planning LLC | Georgetown, KY | Mar 2020 - Current | 4 |
Borg Warner | Seneca, SC | Aug 2019 - Dec 2020 | 1 |
Parsonex Advisory Services, Inc. | Englewood, CO | Jan 2017 - Dec 2020 | 3 |
Us Army | Ft Hood, TX | May 2009 - Jul 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management133MILLIONS
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Total Number of Accounts1,451ACCOUNTS
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Average Account Value$91,850
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, KY, LA, MA, MI, MN, MO, MT, NC, NE, OH, TX, VA
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