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).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $129,054
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
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.

KY, OH

Financial Advisors at Schmerge Executive Planning Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark J. Schmerge
CRD#: 1025553
700 W. Pete Rose Way, Suite 5d, Cincinnati, OH 45203
96
Wealthminder
score

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.

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