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James Weiss, ChFC® RICP®

James Weiss is a Chartered Financial Consultant® Weiss-Merkle Financial LLC. He has more than 14 years’ experience in financial planning. He also received a Bachelor of Science degree in Finance from Upper Iowa University as well as a master’s degree in Financial Planning and Services from The American College. He can be heard on The Weiss-Merkle Financial Show on Saturday evenings at 6:30 p.m. and Sunday mornings at 10:30 a.m. on ABC5.

James has completed the most extensive educational program required for any financial services credential. Advisors with the ChFC® designation are required to serve you with the highest level of professionalism. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances. He also earned his Retirement Income Certified Professional® designation from The American College in 2016. A RICP is an advanced designation for individuals who specialize in the retirement income planning field. Retirees, and soon-to-be retirees, need to pick a well trained, educated, and qualified financial professional to help develop their retirement income plan. An RICP® has that specific education and knowledge that can help you think through all the complexities of making resources last throughout retirement.

He has earned his Series 65 Securities License and is a licensed Investment Advisor Representative. He has also passed FINRA series 7, 6 and 63.
He is passionate about a healthy balance of work and family, so he built a home close to the office in order to have more time to spend with his wife, Missy, and his two boys, Carson and Max. In his free time, he enjoys flying remote-controlled airplanes, spending time at the lake and boating with friends and family. 

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To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Info@WeissMerkleFinancial.com or call us at 515-278-4110 today!

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  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

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