Merten Capital
Merten Capital is an independent financial services firm dedicated to providing personalized wealth management and financial planning solutions. Founded by Mark Merten after 19 years of experience at leading financial institutions, we combine the expertise of a large firm with the personalized attention only a boutique practice can provide. Our approach centers on developing comprehensive financial strategies tailored to each client's unique circumstances and goals. We pride ourselves on maintaining long-term relationships built on trust, transparency, and consistent communication.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- AM
Aaron Merten
Investment Strategist & Paraplanner · Finance & Accounting
EmailPhone - MM
Mark Merten
Financial Advisor President · General Business & Management
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Merten Capital
3 distinct titles indexed · top 3 shown.
- 1chief investment officer
- 1financial advisor president
- 1investment strategist & paraplanner
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