Unclaimed Profile

David Gerhard Mertens

QSV EQUITY INVESTORS LLC·NAPERVILLE, Illinois

SIE, Series 6, Series 26, Series 63, Series 65Clean record26 years registeredQSV EQUITY INVESTORS LLC

29 S WEBSTER ST, NAPERVILLE, IL 60540CRD# 1070500Firm CRD# 283060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Gerhard Mertens · NAPERVILLE, IL

Registration

CRD #1070500 · QSV EQUITY INVESTORS LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QSV EQUITY INVESTORS LLC

QSV EQUITY INVESTORS LLC

Mar 2019 – Feb 2026

Lake Oswego, OR

JENSEN INVESTMENT MANAGEMENT INC.

Jul 2006 – Mar 2017

LAKE OSWEGO, OR

BERGER FINANCIAL GROUP LLC

Oct 1999 – Jan 2003

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · October 8, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QSV EQUITY INVESTORS LLC

CRD 283060 · SEC 801-127701

AUM

$111M

Regulatory assets under management

Employees

43 client accounts

Services offered by QSV EQUITY INVESTORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at QSV EQUITY INVESTORS LLC →

Introduction

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Frequently Asked Questions

What services does David Gerhard Mertens offer?

David Gerhard Mertens specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are David Gerhard Mertens's credentials?

David Gerhard Mertens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Gerhard Mertens located?

David Gerhard Mertens is based in NAPERVILLE, Illinois, last registered with QSV EQUITY INVESTORS LLC.

How does David Gerhard Mertens charge for services?

David Gerhard Mertens's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QSV EQUITY INVESTORS LLC?

QSV EQUITY INVESTORS LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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