Advisers on the Move

Ohio advisory firm managing $206 million moves to Kestra

Independent firm led by Michelle M. Merkel makes the switch after 26 years with Principal Securities

Jul 10, 2019 @ 2:58 pm

By InvestmentNews

Merkel Financial, a Columbus, Ohio-based independent firm managing $206 million, has switched affiliations.

After 26 years with Principal Securities, Merkel has affiliated with Kestra Financial Inc. The firm is led by Michelle M. Merkel.

(More: Top independent broker-dealers ranked by revenue)

The firm will use Kestra's broker-dealer and investment advisory platforms.


What do you think?

View comments

Recommended next


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print