Cole Mertens, CFP®
Financial Advisor
Providing advisory services in all 50 states
Cole Mertens prioritizes helping inform clients first and advising second, fostering a collaborative approach that focuses on the client’s complete financial background and goals, rather than solely their investment portfolio.
As an independent CERTIFIED FINANCIAL PLANNER™ professional, Cole provides fee-based asset management and consulting services, delivering personalized strategies tailored to each client’s best interests.
Cole's areas of expertise include financial and retirement planning, wealth management and investments, education savings plans, tax minimization and legacy planning strategies, employer retirement plans (such as 401ks), as well as cash flow, debt management, and net worth analysis. He graduated from the University of Central Missouri in 2021, becoming a registered advisor and acquiring the CFP® certification in 2022, one of the most esteemed credentials a financial professional can achieve.
A lifelong resident of the mid-Missouri area, Cole enjoys playing golf and spending quality time with family and friends outside of work.
Wallstreet Group Advisors
1530 Rax Court
Jefferson City, Missouri 65109
*Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC.
**Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Wallstreet Advisors and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).