Erik W. Merkau

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

Provides brokerage services

Security Brokers

Functions as a College/University

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.