Joel Merritt, financial advisor Milwaukee WI
93 score

Joel Merritt

CRD Number: 6382528
Current Firm: Diversified Management Inc.

Joel Merritt (CRD# 6382528) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 3 years of experience in the finance industry. Joel Merritt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Diversified Management, Inc. Milwaukee, WI Dec 2016 - Current 1
Thrivent Investment Management Inc. Muskego, WI Jan 2016 - Dec 2016 < 1
Thrivent Financial Appleton, WI Jan 2016 - Dec 2016 < 1
Ameriprise Financial Services Inc. Union Grove, WI Aug 2014 - Jan 2016 1
Uw-parkside Kenosha, WI Nov 2012 - Jul 2014 1
Uw-parkside Kenosha, WI Sep 2011 - Jul 2014 2
Tcf Bank Racine, WI Mar 2014 - Jun 2014 < 1
Uw-parkside Kenosha, WI Sep 2013 - Jun 2014 < 1
Uw-parkside Kenosha, WI Sep 2013 - Dec 2013 < 1
First Reformed Church Cedar Grove, WI May 2013 - Aug 2013 < 1
The Belgium House Belgium, WI Dec 2012 - Aug 2013 < 1
Deano's Steakhouse Belgium, WI Dec 2010 - Dec 2012 2
First Reformed Church Cedar Grove, WI Jun 2012 - Aug 2012 < 1
Cedar Grove-belgium High School Cedar Grove, WI Sep 2007 - Jun 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Joel S. Merritt
Phone Number: 414-292-1900
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    904
    MILLIONS
  • Total Number of Accounts
    1,381
    ACCOUNTS
  • Average Account Value
    $654,386
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, FL, IL, NH, SC, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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