Unclaimed Profile

Mark Robert Mersman

USA FINANCIAL FORMULAS LLC·ADA, Michigan

Clean recordUSA FINANCIAL FORMULAS LLC

6020 EAST FULTON STREET, ADA, MI 49301CRD# 4702400Firm CRD# 139987

Profile Verification

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

Identity

Mark Robert Mersman · ADA, MI

Registration

CRD #4702400 · USA FINANCIAL FORMULAS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Robert Mersman is a registered financial advisor based in ADA, Michigan, affiliated with USA FINANCIAL FORMULAS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

USA FINANCIAL FORMULAS LLC

USA FINANCIAL FORMULAS CORPORATION

AUM

$586M

Regulatory assets under management

Employees

Total firm employees

View all advisors at USA FINANCIAL FORMULAS LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4702400

Firm CRD# 139987

View on FINRA BrokerCheck →

Looking for a financial advisor in ADA?

Browse all registered financial advisors in ADA, Michigan or claim this profile if it's yours.

Browse ADA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Robert Mersman offer?

Mark Robert Mersman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ADA, Michigan for a consultation.

What are Mark Robert Mersman's credentials?

Mark Robert Mersman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Robert Mersman located?

Mark Robert Mersman is based in ADA, Michigan, working with USA FINANCIAL FORMULAS LLC. Their office serves clients in the ADA metropolitan area and surrounding communities.

How does Mark Robert Mersman charge for services?

Mark Robert Mersman'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 USA FINANCIAL FORMULAS LLC?

USA FINANCIAL FORMULAS LLC has approximately 52 employees and manages $586M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →