Michael Merten, financial advisor Wilmington IL

Michael Merten

CRD Number: 5596484
Current Firm: Raymond James Financial Services Advisors, Inc.

Michael Merten (CRD# 5596484) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Planfield, IL Dec 2009 - Current 14
Chamness & Merten Bourbannais, IL Nov 2005 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Michael R. Merten
Phone Number: 727-567-3020
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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