Schmerge Executive Planning Services, Inc.
Schmerge Executive Planning Services, Inc. (CRD# 120059) is a financial advisory firm headquartered in Cincinnati, OH. They manage $26,326,958 in 204 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts204ACCOUNTS
Average Account Value$129,054
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mark Schmerge (CRD# 1025553) is an Investment Advisor Representative working at Schmerge Executive Planning Services, Inc. in Cincinnati, OH and has over 36 years of experience in the finance industry.