Amanda
Mertens

Acropolis Investment Management, L.L.C

CRD#7179311
Investment Advisor
in Chesterfield, MO

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About this Advisor

Amanda Mertens is a financial advisor working out of Chesterfield, Missouri with 3 years of relevant experience. Mertens works at Acropolis Investment Management, L.L.C. Over the course of their career, they have held roles at Acropolis Investment Management, LLC, Commerce Bank, Four Seasons Hotels & Resorts and Walt Disney Parks And Resorts. Mertens has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Missouri. Acropolis Investment Management, L.L.C is a firm that has its headquarters in Chesterfield, MO. It administers $2 billion in assets across its 4,030 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 4,030 client accounts, 52% are held by high-net-worth individuals who have at least $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically depend on the financial services. However, fees charged by Acropolis Investment Management, L.L.C can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14567 North Outer Forty Road Suite 200
Chesterfield, MO 63017

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Acropolis Investment Management, L.L.C Brokerage Details

Total Assets Under Management

$1,736,978,809

MO Average: $11,469,110,461
Total Number of Employees

44

MO Average: 458
Total Number of Accounts

4,030

MO Average: 33,415
Average Account Size

$431,012

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Amanda Mertens Work History

Amanda has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Acropolis Investment Management, LLC

2019 - 2019 (< 1 year)

Commerce Bank

2018 - 2019 (1 year)

Commerce Bank

2017 - 2018 (1 year)

Commerce Bank

2014 - 2017 (3 years)

Commerce Bank

2014 - 2014 (< 1 year)

Four Seasons Hotels & Resorts

2012 - 2013 (1 year)

Walt Disney Parks And Resorts

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amanda Mertens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Acropolis Investment Management, L.L.C

Marie Tustin
Chesterfield, MO
Amy Crews
Chesterfield, MO
Maria Wagner
Chesterfield, MO
Jessica Behrens
Chesterfield, MO
Andrea Levinson
Chesterfield, MO
Miranda Hagar
Chesterfield, MO
Amanda Mertens
Chesterfield, MO
Jennifer Orr
Chesterfield, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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