Cole Mertens
Financial Advisor @Wallstreet Group Advisors
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WORK HISTORY
Financial Advisor @Wallstreet Group Advisors
Jefferson City, MO, US
Retirement Planning StrategiesTax Planning StrategiesInvestment Management StrategiesLegacy Planning StrategiesGroup Retirement Plans for BusinessesEducational Savings PlansRisk Management TechniquesCash Flow, Debt Management and Net Worth Analysis
EDUCATION
University of Central Missouri
Bachelor of Business Administration - BBA, Finance and Economics
ABOUT COLE MERTENS
I prioritize educating my clients first and advising second, creating a collaborative approach that focuses on your complete financial background and goals, rather than just your investment portfolio. I believe that by understanding the full picture of your financial life, we can develop a strategy that truly aligns with your aspirations.As an independent CERTIFIED FINANCIAL PLANNER™ professional, I offer fee-based asset management and consulting services, providing personalized solutions that are always in your best interest. My expertise spans financial and retirement planning, wealth management, investment strategies, education savings plans, tax and legacy planning, employer retirement plans (like 401ks), as well as cash flow, debt management, and net worth analysis.I graduated from the University of Central Missouri in 2021, became a registered advisor, and earned my CFP® certification in 2022—one of the most respected credentials in the financial industry.When I’m not helping clients build stronger financial futures, I enjoy playing golf and spending time with my family and friends in the mid-Missouri area.If you’re looking for a trusted financial partner who will guide you with education, clarity, and tailored advice, let’s connect!*Securities and Advisory Services offered through CreativeOne Securities, LLC. Member FINRA / SIPC and an Investment Advisor. Wallstreet Group Advisors, LLC and CreativeOne Securities, LLC are not affiliated
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