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Mick jerding, crpc™, cima®, c(k)p®
84 followersTimeline
About me
Senior Vice President, Wealth Management Advisor
Education
Western illinois university
1981 - 1982Master's degreeWestern illinois university
1981 - 1982Master's degreeWestern illinois university
1977 - 1981Bachelor's degreeWestern illinois university
1977 - 1981Bachelor's degree
Experience
Merrill lynch wealth management
Apr 2000 - now*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc. Show less *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc. Show less
Wealth Management Advisor, Senior Vice President
Apr 2000 - nowWealth Management Advisor, Senior Vice President
Apr 2000 - now
Licenses & Certifications
Certified 401(k) professional
Trau-retirement universityNov 2014Certified 401(k) professional
Trau-retirement universityNov 2014
Certified investment management analyst
Investments & wealth instituteJul 2004
Retirement benefits consultant
Merrill lynch internalJun 2017Personal investment advisor
Merrill lynch internalAug 2014
Certified plan fiduciary advisor
Napa national association of plan advisorsOct 2018Personal investment advisor
Merrill lynch internalAug 2014Retirement benefits consultant
Merrill lynch internalJun 2017Certified plan fiduciary advisor
Napa national association of plan advisorsOct 2018Certified investment management analyst
Investments & wealth instituteJul 2004
Honors & Awards
- Awarded to Mick Jerding, CRPC™, CIMA®, C(k)P®Forbes "Best-in-State Wealth Advisors" - Apr 2024 Published on April 3, 2024. Rankings based on data as of June 30, 2023.**2024 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for… Show more Published on April 3, 2024. Rankings based on data as of June 30, 2023.**2024 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less
- Awarded to Mick Jerding, CRPC™, CIMA®, C(k)P®Forbes "Best-in-State Wealth Advisors" - Apr 2024 Published on April 3, 2024. Rankings based on data as of June 30, 2023.**2024 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for… Show more Published on April 3, 2024. Rankings based on data as of June 30, 2023.**2024 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less
Volunteer Experience
Volunteer
Issued by Habitat for Humanity
Associated with Mick Jerding, CRPC™, CIMA®, C(k)P®Volunteer
Issued by Habitat for HumanityAssociated with Mick Jerding, CRPC™, CIMA®, C(k)P®
Languages
- enEnglish
- enEnglish
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