Kevin Merling, Aif®, Cfp®, Cpfa

Kevin Merling, Aif®, Cfp®, Cpfa Email and Phone Number

Helping individuals and small business improve their financial futures through sound financial planning and investing. @ Axis Wealth Advisors, LLC
Kevin Merling, Aif®, Cfp®, Cpfa's Location
Naperville, Illinois, United States, United States
Kevin Merling, Aif®, Cfp®, Cpfa's Contact Details

Kevin Merling, Aif®, Cfp®, Cpfa work email

Kevin Merling, Aif®, Cfp®, Cpfa personal email

Kevin Merling, Aif®, Cfp®, Cpfa phone numbers

About Kevin Merling, Aif®, Cfp®, Cpfa

Securities and investment advice offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Illinois, Arizona, California, Colorado, Florida, Indiana, Iowa, Kentucky, Michigan, Missouri and Wisconsin.Series 7 and 66 held through LPL.

Kevin Merling, Aif®, Cfp®, Cpfa's Current Company Details
Axis Wealth Advisors, LLC

Axis Wealth Advisors, Llc

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Helping individuals and small business improve their financial futures through sound financial planning and investing.
Kevin Merling, Aif®, Cfp®, Cpfa Work Experience Details
  • Axis Wealth Advisors, Llc
    Founder And Wealth Advisor
    Axis Wealth Advisors, Llc Mar 2016 - Present
    Greater Chicago Area
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  • Highpoint Planning Partners
    Wealth Advisor
    Highpoint Planning Partners Mar 2016 - May 2018
    Downers Grove, Illinois
    I aim to help clients determine their goals, understand their own individual risk-philosophies, manage that risk through the design of a comprehensive planning package, implement a well-organized plan of action, and finally embrace a disciplined approach to investing. I am firmly committed to my clients and look to add value by providing timely, consistent and ongoing service.
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  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Feb 2013 - Mar 2016
    Oak Brook, Il
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  • Fidelity Investments
    Investments Representative
    Fidelity Investments Jan 2010 - Feb 2013
    View
  • Fidelity Investments
    Private Access Client Service Specialist
    Fidelity Investments Jan 2008 - Dec 2009
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  • Fidelity Investments
    Financial Representative
    Fidelity Investments Mar 2007 - Dec 2007
    View

Kevin Merling, Aif®, Cfp®, Cpfa Skills

Investments Series 7 Investment Strategies Series 66 Asset Allocation Mutual Funds Retirement Planning Series 63 Investment Advisory Securities Wealth Management Fixed Income Alternative Investments Equities Financial Planning Retirement Portfolio Management

Kevin Merling, Aif®, Cfp®, Cpfa Education Details

Frequently Asked Questions about Kevin Merling, Aif®, Cfp®, Cpfa

What company does Kevin Merling, Aif®, Cfp®, Cpfa work for?

Kevin Merling, Aif®, Cfp®, Cpfa works for Axis Wealth Advisors, Llc

What is Kevin Merling, Aif®, Cfp®, Cpfa's role at the current company?

Kevin Merling, Aif®, Cfp®, Cpfa's current role is Helping individuals and small business improve their financial futures through sound financial planning and investing..

What is Kevin Merling, Aif®, Cfp®, Cpfa's email address?

Kevin Merling, Aif®, Cfp®, Cpfa's email address is me****@****ail.com

What is Kevin Merling, Aif®, Cfp®, Cpfa's direct phone number?

Kevin Merling, Aif®, Cfp®, Cpfa's direct phone number is +181095*****

What schools did Kevin Merling, Aif®, Cfp®, Cpfa attend?

Kevin Merling, Aif®, Cfp®, Cpfa attended Northwestern University.

What skills is Kevin Merling, Aif®, Cfp®, Cpfa known for?

Kevin Merling, Aif®, Cfp®, Cpfa has skills like Investments, Series 7, Investment Strategies, Series 66, Asset Allocation, Mutual Funds, Retirement Planning, Series 63, Investment Advisory, Securities, Wealth Management, Fixed Income.

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