William Sapp Merriken

Current Employers

Employment History

• 04/2013 → 10/2016
  Lane Hipple Schill - Wealth Management Group
  Moorestown, NJ
• 03/1982 → Present
  Merriken Financial Group, Inc.
  Moorestown, NJ
• 11/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2016 → Present
  Bridgers Schill Wealth Management, Llc
  Moorestown, NJ
• 08/2024 → Present
  Redwood Wealth Management Group
  Medford, NJ

Previous Registrations

• 2016-12-14 → 2026-05-13
  Redwood Wealth Management Group, Llc
  Moorestown, NJ
  Medford, NJ
  Medford, NJ
• 2015-11-30 → 2016-09-28
  Lane Hipple - Wealth Management Group
  Moorestown, NJ
  Moorestown, NJ
• 2013-04-01 → 2013-09-27
  Vsr Financial Services, Inc.
  Overland Park, KS
  Moorestown, NJ
  Moorestown, NJ
• 2012-07-25 → 2013-04-15
  Lpl Financial Llc
  Moorestown, NJ
  Mt. Laurel, NJ
  Fernandina Beach, FL
  Moorestown, NJ
  Lower Gwynedd, PA
  Fernandina Beach, FL
• 2006-02-27 → 2009-05-15
  On Investment Management Co
  Moorestown, NJ
  Cincinnati, OH
  Moorestown, NJ

Other Businesses

1. MERRIKEN FINANCIAL GROUP, INC.; 119 N CHURCH STREET MOORESTOWN NJ; APPROX 75% OF TIME. OWNER; PROVIDES PLANNING AND INSURANCE. MERRIKEN FINANCIAL GROUP, INC. OFFERS ASSET MANAGEMENT SERVICES THROUGH ALMANACK INVESTMENT PARTNERS, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-19
• S63 Uniform Securities Agent State Law Examination
  1999-05-04

Designations

Other Names

• Will Merriken
• William S Merriken