Andrew Joseph Merkle
Investment adviser representative at Claris Advisors, LLC
10 yearsExperience
1 stateRegistered in
$911.1MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Claris Advisors, LLCApr 2026 to now
- Not ApplicableJan 2026 to Mar 2026
- Mariner Wealth AdvisorsMay 2025 to Aug 2025
- University of IowaAug 2024 to Dec 2025
- University of Wisconsin AthleticsAug 2023 to May 2024
- Apple River State BankMay 2023 to Aug 2023
- Edward JonesAug 2022 to Jan 2023
- University of Wisconsin MadisonSep 2020 to May 2024
- Eagle Ridge Resort and SpaMay 2020 to Aug 2020
- Md TechnologiesNov 2019 to Aug 2024
- The Galena Territory AssociationMay 2019 to Aug 2019
- River Ridge High SchoolSep 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Claris Advisors, LLC
$911.1MAssets managed
331Clients
4Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7614972
- Firm CRD
- 117734