Meert/ Zoller Financial Group

Meert/ Zoller Financial Group (CRD# 152627) is a financial advisory firm headquartered in Auburn, IN. They manage $16,207,437 in 165 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $98,227
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, NC

Financial Advisors at Meert/ Zoller Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
James L. Meert
CRD#: 4316339
1120 West 15th Street, Auburn, IN 46706
93
Wealthminder
score

James Meert (CRD# 4316339) is an Investment Advisor Representative working at Meert/ Zoller Financial Group in Auburn, IN and has over 15 years of experience in the finance industry.

2
Gary R. Zoller
CRD#: 4287055
1120 West 15th Street, Auburn, IN 46706
93
Wealthminder
score

Gary Zoller (CRD# 4287055) is an Investment Advisor Representative working at Meert/ Zoller Financial Group in Auburn, IN and has over 15 years of experience in the finance industry.

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