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Jon Charles Mommaerts

ERTS WEALTH ADVISORS, LLC·MARQUETTE, Michigan
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989 WEST WASHINGTON STREET, MARQUETTE, MI 49855CRD# 2450742Firm CRD# 289856
01

About

Jon Charles Mommaerts is a registered financial advisor based in MARQUETTE, Michigan, affiliated with ERTS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ERTS WEALTH ADVISORS, LLC
ERTS WEALTH ADVISORS, LLC
AUM
$567M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ERTS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2450742
Firm CRD# 289856
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Charles Mommaerts offer?
Jon Charles Mommaerts specializes in Financial Planning, Investment Management. Contact their office in MARQUETTE, Michigan for a consultation.
What are Jon Charles Mommaerts's credentials?
Jon Charles Mommaerts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Charles Mommaerts located?
Jon Charles Mommaerts is based in MARQUETTE, Michigan, working with ERTS WEALTH ADVISORS, LLC. Their office serves clients in the MARQUETTE metropolitan area and surrounding communities.
How does Jon Charles Mommaerts charge for services?
Jon Charles Mommaerts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ERTS WEALTH ADVISORS, LLC?
ERTS WEALTH ADVISORS, LLC has approximately 12 employees and manages $567M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MARQUETTE
Stefany Lynn Carrick — ERTS WEALTH ADVISORS, LLCBruce Allan Roberts — ERTS WEALTH ADVISORS, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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