Andrew Joseph Merkle

Employer firm

Claris Advisors, LLC CRD 117734

$911M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2026 → Present
  Claris Advisors
  Saint Louis, MO
• 08/2024 → 12/2025
  University Of Iowa
  Iowa City, IA
• 05/2025 → 08/2025
  Mariner Wealth Advisors
  Brookfield, WI
• 11/2019 → 08/2024
  Md Technologies
  Elizabeth, IL
• 08/2023 → 05/2024
  University Of Wisconsin Athletics
  Madison, WI
• 05/2023 → 08/2023
  Apple River State Bank
  Galena, IL
• 08/2022 → 01/2023
  Edward Jones
  Galena, IL
• 05/2020 → 08/2020
  Eagle Ridge Resort And Spa
  Galena, IL
• 05/2019 → 08/2019
  The Galena Territory Association
  Galena, IL
• 09/2020 → 05/2024
  University Of Wisconsin Madison
  Madison, WI
• 09/2016 → 05/2020
  River Ridge High School
  Hanover, IL
• 01/2026 → 03/2026
  Not Applicable
  Elizabeth, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-19

Other Names

• Andrew Merkle