Steven J Merline

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Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-05-03
WI	RA	APPROVED	2022-05-06

TX RA
APPROVED

Since 2023-05-03
WI RA
APPROVED

Since 2022-05-06

Branch Locations

4712 Expo Dr Ste 2, Manitowoc, WI 54220-0000 • 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

Organization	City	State	From	To
Lpl Financial Llc	Denmark	WI	10/2015	05/2022
Denmark State Bank	Denmark	WI	10/2015	05/2022
Edward Jones	St. Louis	MO	05/2022	Present

10/2015 → 05/2022

Lpl Financial Llc

Denmark, WI
10/2015 → 05/2022

Denmark State Bank

Denmark, WI
05/2022 → Present

Edward Jones

St. Louis, MO

Previous Registrations

2015-10-05 → 2022-05-04

Lpl Financial Llc

Denmark, WI

Green Bay, WI

Reedsville, WI

Whitelaw, WI

De Pere, WI

Shawano, WI

Green Bay, WI
2013-03-14 → 2015-10-02

U.S. Bancorp Investments, Inc.

Green Bay, WI

Green Bay, WI
2009-04-22 → 2013-03-18

Edward Jones

Green Bay, WI

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-04-09

S66 Uniform Combined State Law Examination

2009-04-09

Other Names

Steven Merlin
Steven J. Merline

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.

AMERIPRISE FINANCIAL SERVICES, LLC

MADISON PARTNERS

CETERA INVESTMENT ADVISERS LLC

TCFG INVESTMENT ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

U.S. BANCORP ADVISORS, LLC

OSAIC WEALTH, INC.

Other Investors

TIMOTHY CHARLES LUKASEK

David James Koch

GARY GRADEN KEESLING

Kay Paulette Van Sluytman

Andrew Matias Carrillo

Larry Jay Waldburger

HARROLD BACHMANN RIBICH

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · MANITOWOC, WI

AMERIPRISE FINANCIAL SERVICES, LLC · Manitowoc, WI

AMERIPRISE FINANCIAL SERVICES, LLC · MANITOWOC, WI

EDWARD JONES · MANITOWOC, WI

MADISON PARTNERS · Manitowoc, WI

CETERA INVESTMENT ADVISERS LLC · MANITOWOC, WI

TCFG INVESTMENT ADVISORS, LLC · Manitowoc, WI

TCFG INVESTMENT ADVISORS, LLC · Manitowoc, WI

More in Manitowoc, WI

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