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Brenda Jean Merschdorf

Edward Jones

New Berlin, WI

CRD 2352250

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-02-18
WI RA APPROVED 2008-04-25
  • TX RA
    APPROVED_RES
    Since 2019-02-18
  • WI RA
    APPROVED
    Since 2008-04-25

Branch Locations

3333 S Sunnyslope Rd Ste 105, New Berlin, WI 53151 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jons St Louis MO 04/2008 Present
  • 04/2008 → Present
    Edward Jons
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-25
S65 Uniform Investment Adviser Law Examination 1997-08-04
S63 Uniform Securities Agent State Law Examination 1994-04-15
  • S66 Uniform Combined State Law Examination
    2004-05-25
  • S65 Uniform Investment Adviser Law Examination
    1997-08-04
  • S63 Uniform Securities Agent State Law Examination
    1994-04-15
Designations
  • Certified Financial Planner
Other Names
  • Brenda J Frank
  • Brenda Jean Frank

View on SEC IAPD

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