Ferris Wheel Finance, Inc.

Ferris Wheel Finance, Inc. (CRD# 292091) is a financial advisory firm headquartered in Venice, FL. They manage $26,355,698 in 502 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
871 Venetia Bay Blvd, Suite 201, Venice, FL 34285
https://www.ferriswheelfinance.com/
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $52,501
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, TN

Financial Advisors at Ferris Wheel Finance, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Katherine Hyland Mercer, financial advisor Venice FL
Katherine L. Hyland Mercer
CRD#: 6389405
871 Venetia Bay Blvd, Suite 201, Venice, FL 34285

Katherine Hyland Mercer (CRD# 6389405) is an Investment Advisor Representative working at Ferris Wheel Finance, Inc. in Venice, FL and has over 9 years of experience in the finance industry.

2
Jessica Shular, financial advisor Knoxville TN
Jessica L. Shular
CRD#: 7693608
200 Prosperity Drive, Knoxville, TN 37923

Jessica Shular (CRD# 7693608) is an Investment Advisor Representative working at Ferris Wheel Finance, Inc. in Knoxville, TN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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