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Trisha Ann Merk

U.s. Bancorp Investments, Inc.

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About Trisha Ann Merk

Trisha Ann Merk is a financial advisor in Cincinnati, Ohio. She has been in the financial services industry for over 13 years, working at U.S. Bancorp Investments, Inc. since November 2012. Trisha is registered with the state of Ohio as both a broker-dealer and an investment advisor representative. Her experience includes financial planning, portfolio management, and educational seminars.

Firm Information

Trisha Merk is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Trisha Merk’s Registration & Firm History

OH

09/23/2013 - Present

U.s. Bancorp Investments, Inc. (Cincinnati OH)

OH

04/09/2012 - 07/06/2012

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

KY

01/01/2008 - 07/07/2010

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

KY

06/07/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 09/20/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/05/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Trisha Ann Merk. Review regulatory record here.
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