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).
Total Assets Under Management16MILLION
Total Number of Accounts165ACCOUNTS
Average Account Value$98,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.
Gary Zoller (CRD# 4287055) is an Investment Advisor Representative working at Meert/ Zoller Financial Group in Auburn, IN and has over 16 years of experience in the finance industry.