Jim Mertz

Jim is the owner of Mertz Wealth Strategies, Inc. and provides investment and income tax advice for 300 clients. His business focuses on pre and post retirement planning, income tax strategies and tax preparation. * 

Jim earned a Bachelor of Science Degree in Finance from St. Cloud State University and is a CFP® certificant from the College of Financial Planning in Denver. To keep up with the changes in the industry, he regularly attends financial planning association seminars, continuing education classes and industry conferences. He is a member of the National Association of Tax Practitioners (NATP. He holds registrations in the following: Series 6, 7, 63, and licenses in Life and Health Insurance through LPL. Jim resides in Bloomington, MN with his wife, Laurie. He still plays basketball, softball, and goes bicycling, to stay fit.

*LPL Financial does not provide tax or legal advice.