Unclaimed Profile

Douglas Merrill Bartol

MMWKM ADVISORS, LLC·PLANO, Texas

Series 7, Series 24, Series 63, Series 6529 years registeredMMWKM ADVISORS, LLC

2820 DALLAS PARKWAY, PLANO, TX 75093CRD# 1644452Firm CRD# 157222

Profile Verification

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

Identity

Douglas Merrill Bartol · PLANO, TX

Registration

CRD #1644452 · MMWKM ADVISORS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

NEXUS ONE FINANCIAL ADVISORS LLC

Oct 2025 – present

RETIREMENT PLANNERS OF AMERICA

Apr 2011 – Jan 2026

Plano, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2009 – Jun 2011

PLANO, TX

EAGLE STRATEGIES LLC

Aug 1997 – May 2009

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 8, 1997

Years registered · 29

Disclosure History

2010Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RPOA ADVISORS, INC.

CRD 157222 · SEC 801-72262

AUM

$3.6B

Regulatory assets under management

Employees

122

15,137 client accounts

Services offered by RPOA ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RPOA ADVISORS, INC. →

Introduction

Speak with Douglas

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

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

Looking for a financial advisor in PLANO?

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

Browse PLANO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Douglas Merrill Bartol offer?

Douglas Merrill Bartol specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.

What are Douglas Merrill Bartol's credentials?

Douglas Merrill Bartol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Merrill Bartol located?

Douglas Merrill Bartol is based in PLANO, Texas, working with MMWKM ADVISORS, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does Douglas Merrill Bartol charge for services?

Douglas Merrill Bartol'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 MMWKM ADVISORS, LLC?

MMWKM ADVISORS, LLC has approximately 122 employees and manages $3.6B 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 →