Bart Ozbun

Advisor at Merrill

Updated today

Location

Cape Girardeau, MO 63701

Credentials

Series 63, Series 65

Industry experience

40 years

About

Bart Ozbun serves as Senior Resident Director at Merrill Lynch, leading the Ozbun, Deimund, Beckham Group. He began his financial career in 1985 and established the Merrill Lynch Wealth Management office in Cape Girardeau, Missouri, in 1995. In his role, Bart provides tailored financial analysis and portfolio strategies to private wealth and institutional clients.

Bart focuses on helping private clients achieve their personal and financial goals, incorporating their objectives and risk tolerance into areas such as retirement planning, education planning, estate planning services, life insurance, and long-term care analysis. For businesses and institutions, he leverages Merrill Lynch's resources related to portfolio management, lending through Bank of America, retirement plans, and business succession planning. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).

Bart earned a Bachelor's degree with an emphasis in Finance from Arkansas State University in 1985. He is an active member of the Cape Girardeau Area Chamber of Commerce and resides in Marble Hill with his wife, Lorili.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

General retirement planning Life insurance needs analysis Long-term care insurance Business succession planning

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

1371 N Mt Auburn Rd

Cape Girardeau, MO 63701

Most active in

Missouri · Texas

Work history

Bank Of America, Na

2009 - Present (17 years)

Merrill

1995 - Present (31 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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