Sharon Merkle is a registered investment advisor at Pinnacle Wealth Strategies, LLC, based in Yorkville, IL, with 26 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: Fees range from $2,950 to $8,200 based on your net worth. The fee is negotiable for net worth above $10,000,000.
- Consulting Services: $280 per hour, with the total number of hours depending on the complexity of your financial situation.
Location
Yorkville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sharon is an attorney at law, owning her own practice since 1979, dedicating about half of her time to it. She is also an investment adviser representative for Pinnacle Wealth Strategies, LLC and Latitude Advisors, LLC, and a registered representative for GWN Securities, Inc, spending about a quarter of her time and a few hours per week, respectively, on these activities.
Employment History
Current Registrations
Pinnacle Wealth Strategies, LLC
Latitude Advisors, LLC
Gwn Securities INC.Broker
Previous Registrations
Securities Service Network, INC.Broker
Ssn Advisory, INC.
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Equity Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.