David Mertens (CRD# 1070500) is an Investment Advisor Representative working at Qsv Equity Investors LLC in Vail, CO and has over 37 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 6739499
Raymond James & Associates, Inc.
CRD# 4327629
Srs Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballast Equity Management | Oakbrook Terrace, IL | Feb 2019 - Current | 5 |
| Unemployed | Vail, CO | Mar 2017 - Feb 2019 | 1 |
| Jensen Investment Management, Inc. | Lake Oswego, OR | Nov 2002 - Mar 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
| S65 | NASAA Investment Advisors Law Examination | May 2006 |
- TX
-
Total Assets Under Management111MILLIONS
-
Total Number of Accounts43ACCOUNTS
-
Average Account Value$2,583,053
- 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
CO, IL, OR, TX
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