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4321 Flagstaff Cove, Fort Wayne, IN 46815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Meert/Zoller Financial Group | Auburn | IN | 07/2002 | Present |
| Apple Tree Asset Management, Llc | Fort Wayne | IN | 12/2023 | Present |
| American Equity Investment Corporation | New Albany | IN | 02/2010 | 08/2020 |
MEERT/ZOLLER FINANCIAL GROUP; State registered investment advisor; ADDRESS IS MY Residence; INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES AND PROVIDES ADVISORY SERVICES; 40 HRS. A WEEK APPLE TREE ASSET MANAGEMENT; INVESTMENT RELATED; FORT WAYNE, IN; INVESTMENT ADVISER REPRESENTATIVE; START DATE: 12/2023 TO PRESENT; 20 HRS PER MONTH DURING TRADING; INVESTMENT ADVISORY SERVICES TOWN OF HAMILTON; NON-INVESTMENT RELATED; HAMILTON, MI; TOWN COUNCIL BOARD MEMBER; SPENDS APPROX 2 HRS/MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-28 |
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