Cole Mertens joined Wallstreet Group as a financial advisor in February of 2021 after graduating from the University of Central Missouri in the winter of 2020. Cole spent the previous summer of 2020 at Wallstreet Group serving in Wallstreet Group Advisors’ financial advising internship program. After joining Wallstreet Group as an advisor, Cole has traveled statewide to help employers service and manage their group retirement plans within Wallstreet Group. In addition, Cole has also worked with individual clients find solutions for their retirement goals. Currently, Cole services throughout the state of Missouri and Iowa. After a successful first year, Cole is planning to set out to bring additional value to Wallstreet Group and his clients with taking the first steps in completion of his CFP® Designation in March 2022. Cole specializes in employer sponsored retirement plans, individual financial and retirement planning as well as life insurance and other types of insurance products.
Cole currently holds a Series 7 and a Series 66 designation from FINRA as well as a State of Missouri Health and Life Insurance license.