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Amanda Mertens is a registered investment advisor representative with Acropolis Investment Management, LLC. Amanda has been in the industry since 2014. Amanda has a Series 65 license. Amanda holds specializations in portfolio management for individuals, businesses and in pension consulting. Amanda has experience with a variety of clients including charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
10/10/2020 - Present
Acropolis Investment Management, LLC (ST. LOUIS MO)
IA
Issued 10/10/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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