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portrait of Kyle J Merkling
FINANCIAL ADVISOR

Kyle J Merkling

CFP®
821 E Grant Hwy Ste D, Marengo, IL 60152opens in a new window
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About Kyle

Why us?
It all starts with your story. Where you've been, where you are now and where you want to go will be key to our conversations. After getting a deep understanding of what is important, we will seek out financial and nonfinancial solutions that can positively impact your life, now and in the future.

With us, it's not just about the investments. It's about all the experiences that can happen in your life and having a committed financial advisor to walk with you along the way.

What we provide:
a. Life-centered advice
b. Excellent service
c. A continual "discovery" process to stay updated on...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesMarch 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • DeVry UniversityMBA (Masters of Bus Admin)

Personal Interests

  • Spending Time with Family
  • Golfing
  • Chess
  • Table Tennis
  • Music

Team Members

  • Karen Jahn
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 07:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(815) 568-7522

Fax

(877) 566-3779

Office Address

821 E Grant Hwy Ste D
Marengo, IL 60152opens in a new window

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