Andrea
Zoeller
Merit Financial Advisors
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About this Advisor
Andrea Zoeller is a financial advisor based in Sheboygan Falls, Wisconsin, working with Merit Financial Advisors. Andrea has previously held positions at French Quarter, University Of Wisconsin Oshkosh, Voya Financial Advisors, Inc, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Lpl Financial LLC, Merit Financial Group, LLC, Stoneyard, and Wipfli Hewins Investment Advisors. Andrea has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Andrea is part of Merit Financial Advisors, which operates out of Sheboygan Falls, Wisconsin. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrea Zoeller Work History
Lpl Financial LLC
Merit Financial Group, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Voya Financial Advisors, Inc
Wipfli Hewins Investment Advisors
University Of Wisconsin Oshkosh
Stoneyard
French Quarter
Disclosures
Please visit the SEC profile of Andrea Zoeller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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