Founder And Wealth Advisor
Current
Mar 2016 - Present
AeroLeads people directory · profile
Kevin Merling, Aif®, Cfp®, Cpfa Email & Phone Number
Founder and Wealth Advisor
at
Axis Wealth Advisors, LLC
1 work email found
@hiptpartners.com
2 phones found area 810 and 630
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Wealth Advisor
Location
Naperville, Illinois, United States
Who is Kevin Merling, Aif®, Cfp®, Cpfa? Overview
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Quick answer
Kevin Merling, Aif®, Cfp®, Cpfa is listed as Founder and Wealth Advisor at Axis Wealth Advisors, LLC, based in Naperville, Illinois, United States. AeroLeads shows a work email signal at hiptpartners.com, phone signal with area code 810, 630, and a matched LinkedIn profile for Kevin Merling, Aif®, Cfp®, Cpfa.
Kevin Merling, Aif®, Cfp®, Cpfa previously worked as Wealth Advisor at Highpoint Planning Partners and Financial Consultant at Fidelity Investments. Kevin Merling, Aif®, Cfp®, Cpfa holds Bachelor Of Science (B.S.), Major In Economics, Minor In Business from Northwestern University.
Company email context
Email format at Axis Wealth Advisors, LLC
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*@hiptpartners.com
68% confidence
AeroLeads found 1 current-domain work email signal for Kevin Merling, Aif®, Cfp®, Cpfa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Series 7, Investment Strategies, Series 66, and 13 others.
Current workplace
Kevin Merling, Aif®, Cfp®, Cpfa's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Kevin Merling, Aif®, Cfp®, Cpfa work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
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.
Mar 2016 - May 2018
Financial Consultant
Feb 2013 - Mar 2016
Investments Representative
Jan 2010 - Feb 2013
Private Access Client Service Specialist
Jan 2008 - Dec 2009
Financial Representative
Mar 2007 - Dec 2007
1 education record
Kevin Merling, Aif®, Cfp®, Cpfa education
FAQ
Frequently asked questions about Kevin Merling, Aif®, Cfp®, Cpfa
Quick answers generated from the profile data available on this page.
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 Axis Wealth Advisors, LLC?
Kevin Merling, Aif®, Cfp®, Cpfa is listed as Founder and Wealth Advisor at Axis Wealth Advisors, LLC.
What is Kevin Merling, Aif®, Cfp®, Cpfa's email address?
AeroLeads has found 1 work email signal at @hiptpartners.com for Kevin Merling, Aif®, Cfp®, Cpfa at Axis Wealth Advisors, LLC.
What is Kevin Merling, Aif®, Cfp®, Cpfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 810, 630 for Kevin Merling, Aif®, Cfp®, Cpfa at Axis Wealth Advisors, LLC.
Where is Kevin Merling, Aif®, Cfp®, Cpfa based?
Kevin Merling, Aif®, Cfp®, Cpfa is based in Naperville, Illinois, United States while working with Axis Wealth Advisors, LLC.
What companies has Kevin Merling, Aif®, Cfp®, Cpfa worked for?
Kevin Merling, Aif®, Cfp®, Cpfa has worked for Axis Wealth Advisors, Llc, Highpoint Planning Partners, and Fidelity Investments.
How can I contact Kevin Merling, Aif®, Cfp®, Cpfa?
You can use AeroLeads to view verified contact signals for Kevin Merling, Aif®, Cfp®, Cpfa at Axis Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Kevin Merling, Aif®, Cfp®, Cpfa attend?
Kevin Merling, Aif®, Cfp®, Cpfa holds Bachelor Of Science (B.S.), Major In Economics, Minor In Business from Northwestern University.
What skills is Kevin Merling, Aif®, Cfp®, Cpfa known for?
Kevin Merling, Aif®, Cfp®, Cpfa is listed with skills including Investments, Series 7, Investment Strategies, Series 66, Asset Allocation, Mutual Funds, Retirement Planning, and Series 63.
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