At Weiss-Merkle Financial, our sole focus is YOU.
James Weiss, ChFC®, RICP®
James is a Chartered Financial Consultant® with over 17 years of experience in financial planning.
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. Additionally, James completed the extensive educational program required to receive the Chartered Financial Consultant® (ChFC®) credential. He also earned his Retirement Income Certified Professional® (RICP®) designation from The American College in 2016.
James holds 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.
You can watch James when he hosts “The Weiss-Merkle Financial Show” on Sunday mornings at 10:30 a.m. on ABC5.
James 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.
Plan for Financial Independence
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 515-278-4110 today!
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