Schmerge Executive Planning Services, Inc.

Schmerge Executive Planning Services, Inc. (CRD# 120059) is a financial advisory firm headquartered in Cincinnati, OH. They manage $99,382,572 in 668 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
700 W. Pete Rose Way, Suite 5d, Cincinnati, OH 45203
http://www.schmerge.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    668
    ACCOUNTS
  • Average Account Value
    $148,776
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, MI, OH

Financial Advisors at Schmerge Executive Planning Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Mark Schmerge, financial advisor Cincinnati OH
Mark J. Schmerge
CRD#: 1025553
700 W. Pete Rose Way, Suite 5d, Cincinnati, OH 45203

Mark Schmerge (CRD# 1025553) is an Investment Advisor Representative working at Schmerge Executive Planning Services, Inc. in Cincinnati, OH and has over 41 years of experience in the finance industry.

2
Darren Wurz, financial advisor Cincinnati OH
Darren Wurz
CRD#: 6511945
700 W. Pete Rose Way, Suite 5d, Cincinnati, OH 45203

Darren Wurz (CRD# 6511945) is an Investment Advisor Representative working at Schmerge Executive Planning Services, Inc. in Cincinnati, OH and has over 8 years of experience in the finance industry.

3
Travis Wurz, financial advisor Cincinnati OH
Travis Wurz
CRD#: 6558523
700 W. Pete Rose Way, Suite 5d, Cincinnati, OH 45203

Travis Wurz (CRD# 6558523) is an Investment Advisor Representative working at Schmerge Executive Planning Services, Inc. in Cincinnati, OH and has over 7 years 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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