Kevin Merling
Founder and Wealth Advisor at Axis Wealth Advisors, LLC | Naperville, Illinois, United States
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Founder and Wealth Advisor at Axis Wealth Advisors, LLC in March 2016 to Present
Wealth Advisor at HighPoint Planning Partners in March 2016 to May 2018
Financial Consultant at Fidelity Investments in February 2013 to March 2016
Investments Representative at Fidelity Investments in January 2010 to February 2013
Private Access Client Service Specialist at Fidelity Investments in January 2008 to December 2009
Financial Representative at Fidelity Investments in March 2007 to December 2007
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Investments
Series 7
Investment Strategies
Series 66
Life, Accident & Health Insurance Licensed
Proficient in Microsoft Word, Excel, and PowerPoint
Asset Allocation
Mutual Funds
Retirement Planning
Investment Advisory
Securities
Wealth Management
Fixed Income
Alternative Investments
Equities
Financial Planning
Retirement
Portfolio Management
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Discover more about Axis Wealth Advisors, LLCWhat is Kevin Merling email address?
Email Kevin Merling at [email protected] and [email protected]. This email is the most updated Kevin Merling email found in 2026.
What is Kevin Merling phone number?
Kevin Merling phone number is +18109556520 and +16307439898.
How to contact Kevin Merling?
To contact Kevin Merling send an email to [email protected] or [email protected]. If you want to call Kevin Merling try calling on +18109556520 and +16307439898.
What company does Kevin Merling work for?
Kevin Merling works for Axis Wealth Advisors, LLC
What is Kevin Merling's role at Axis Wealth Advisors, LLC?
Kevin Merling is Founder and Wealth Advisor
What industry does Kevin Merling work in?
Kevin Merling works in the Financial Services industry.
Kevin Merling Email Addresses
Kevin Merling Phone Numbers
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