Michael Richard Merten

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Planfield, IL
• 11/2005 → Present
  Chamness & Merten
  Bourbannais, IL

Other Businesses

CHAMNESS & MERTEN ACCOUNTING NON-INVESTMENT RELATED 110 MOONEY DRIVE - SUITE 7 BOURBONNAIS, IL 60914 WE PROVIDE ACCOUNTING, BOOKKEEPING, PAYROLL AND TAX PREPARATION SERVICES. 11/2005 START DATE. HOURS PER MONTH 90-120. HOURS DURING SECURITIES TRADING HOURS - 3 HOURS/DAY. DUTIES - TO PREPARE TAX RETURNS AND PROVIDE OTHER ACCOUNTING SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-08