Jim Mertz, CFP^®

Focus Areas

Wealth Management

Tax Planning

Small Business Management

About the Financial Advisor

I’m the owner of Mertz Wealth Strategies, Inc. and provide investment and income tax advice for my clients. My business focuses on pre and post-retirement planning, income tax strategies and tax preparation*. I specialize in creating a teamwork approach that adds a broader perspective to all that I do and provides increased benefits to my clients.

*Osaic Wealth, Inc. does not provide tax or legal advice.

Education and Designations

• St. Cloud State University, Bachelor’s Degree, Finance
• CFP^® – CERTIFIED FINANCIAL PLANNER^™
• NATP – Member of the National Association of Tax Practitioners
• Series 6,7, & 63
• Licenses in Life and Health Insurance

Personal Life

I reside in Bloomington, MN with my wife, Laurie. I enjoy playing basketball, softball, and bicycling to stay fit.