![Erik W. Merkau](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Erik W.
Merkau is President at Scottrade Investment Management, Inc.
Mr. Merkau was previously employed as Senior Vice President by TD Ameritrade, Inc., Vice President of Sales by Wells Fargo Investments LLC, and Senior Vice President by TD Waterhouse Investor Services, Inc.
He received his undergraduate degree from the University of Illinois.
Anciens postes connus de Erik W. Merkau
| Sociétés | Poste | Fin |
|---|---|---|
Scottrade Investment Management, Inc.
 Scottrade Investment Management, Inc. Investment ManagersFinance SIM sponsors the Scottrade Guidance Solutions Wrap-Fee Program and provides investment advice in coordination with Envestnet Asset Management, Inc., an independent financial services firm that provides investment management and investment advisory services. SIM, through their relationship with Envestnet, provides clients with access to professionally managed asset allocation strategies (each, a “model”) developed by Model Providers. Client assets are invested in a portfolio of mutual funds and/or ETFs selected either by Envestnet or other third-party investment managers or strategists. SIM sponsors the Scottrade Advisor Access Program, an investment advisory program designed to help individual investors meet their financial goals and objectives. The program is a referral service that provides Scottrade’s retail brokerage clients or prospective brokerage clients access to independent investment advisors. Through the program, SIM introduces clients to advisors offering investment management and financial planning services. | President | 27/07/2016 |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/06/2013 |
Wells Fargo Investments LLC
 Wells Fargo Investments LLC Investment ManagersFinance Wells Fargo Investments manages separate client-focused equity and fixed-income portfolios for their clients, as well as mutual funds and ETFs. The firm tends to invest in the stocks of companies in the energy minerals, healthcare technology, electronic technology, technology services and finance sectors. They invest globally, across all market-caps. Wells Fargo Investments maintains a high turnover rate | Corporate Officer/Principal | 01/06/2009 |
TD Waterhouse Investor Services, Inc.
 TD Waterhouse Investor Services, Inc. Investment Banks/BrokersFinance Security Brokers | Corporate Officer/Principal | - |
Formation de Erik W. Merkau
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Wells Fargo Investments LLC
Wells Fargo Investments LLC Investment ManagersFinance Wells Fargo Investments manages separate client-focused equity and fixed-income portfolios for their clients, as well as mutual funds and ETFs. The firm tends to invest in the stocks of companies in the energy minerals, healthcare technology, electronic technology, technology services and finance sectors. They invest globally, across all market-caps. Wells Fargo Investments maintains a high turnover rate | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
TD Waterhouse Investor Services, Inc.
TD Waterhouse Investor Services, Inc. Investment Banks/BrokersFinance Security Brokers | Finance |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Scottrade Investment Management, Inc.
Scottrade Investment Management, Inc. Investment ManagersFinance SIM sponsors the Scottrade Guidance Solutions Wrap-Fee Program and provides investment advice in coordination with Envestnet Asset Management, Inc., an independent financial services firm that provides investment management and investment advisory services. SIM, through their relationship with Envestnet, provides clients with access to professionally managed asset allocation strategies (each, a “model”) developed by Model Providers. Client assets are invested in a portfolio of mutual funds and/or ETFs selected either by Envestnet or other third-party investment managers or strategists. SIM sponsors the Scottrade Advisor Access Program, an investment advisory program designed to help individual investors meet their financial goals and objectives. The program is a referral service that provides Scottrade’s retail brokerage clients or prospective brokerage clients access to independent investment advisors. Through the program, SIM introduces clients to advisors offering investment management and financial planning services. | Finance |
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