AZ
CFP
AZ
CFP

Andrea June Zoeller

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

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Location

517 Monroe Street, Sheboygan Falls, WI, 53085

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrea is a Wealth Manager/Partner/IAR with Merit Financial Group, dedicating full-time hours to serving clients. She also works as an insurance agent providing fixed insurance advice, and owns Zoeller Industries for tax/investment purposes and real estate rental property, each taking minimal time.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 6 mos
Merit Financial Advisors
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
August 2022 - August 2024 · 2 yrs
Cambridge Investment Research, INC.Broker
November 2017 - August 2022 · 4 yrs 9 mos
Cambridge Investment Research Advisors, INC.
November 2017 - August 2022 · 4 yrs 9 mos
Voya Financial Advisors, INC.
November 2016 - November 2017 · 1 yr
Voya Financial Advisors, INC.Broker
October 2015 - November 2017 · 2 yrs 1 mo
State Registrations6 states
AZFLGAMISCWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrea June Zoeller - Financial Advisor | TrueAdvisor