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Dannen Carter Patee Merrill

Advisor at Cetera — Maryville, MO

Updated today

Credentials

Series 66

Experience

4 years

Location

Maryville, MO 64468

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Dannen Merrill is a financial advisor with Cetera and holds a Series 66 credential. He has four years of industry experience and also serves as mayor of Maryville, Missouri. Merrill is involved in several other activities including ownership in a CPA firm, serving as treasurer for local organizations, and leading a fraternity alumni association as president. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual and institutional clients with access to a multi-manager platform that includes affiliated and third-party managers across various program structures.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Maryville, MO

101 W. Edwards

Maryville MO 64468

Advisors at this office

1

Most active in

Missouri · Texas

Work history

4 years of industry experience

City of Maryville, MO

2026 - Present • 1 year

Maryville, MO

City of Maryville, MO

2024 - 2026 • 2 years

Maryville, MO

Cetera

2022 - Present • 4 years

Schaumburg, IL

CETERA Financial Specialists LLC

2021 - Present • 5 years

Schaumburg, IL

Merrill Farms LLC

2019 - Present • 7 years

Maryville, MO

Merrill, Espey & Washburn, P.C.

2018 - Present • 8 years

Schaumburg, IL

Marsh, Espey & Riggs, P.C.

2018 - 2018 • 1 year

Maryville, MO

BKD, LLP

2015 - 2018 • 3 years

Kansas City, MO

Disclosures

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

Business activities & affiliations

Chad H

Series 66

Maryville, MO

Edward Jones

Chad Hannigan is a financial advisor at Edward Jones in Maryville, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Scott N

Series 66

Maryville, MO

Edward Jones

Scott Nielson is a financial advisor with Edward Jones in Maryville, MO, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked with the Rochester Catholic School System and the Northwest Missouri State University Athletic Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Inheritance planning Retired Founder/Business Owner Executive
user avatar

Emma L

Series 66

Maryville, MO

Edward Jones

Emma Lance is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at the USDA Farm Service Agency for seven years and the USDA Natural Resources Conservation Service for one year. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Janette P

CFP®, Series 66

Maryville, MO

Edward Jones

Janette Padgitt is a CFP® with 14 years of industry experience and has been with Edward Jones since 2011. She holds the Series 66 designation and owns an Edward Jones office in Maryville, MO. She is also an author of lab units for Cengage Learning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

James K

Series 63, Series 66

Maryville, MO

Edward Jones

James Kurz is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Beyond his advisory role, Kurz serves as a board member for the Maryville School District in Maryville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Kelli N

Series 66

Maryville, MO

Edward Jones

Kelli Nelson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Talent Groups and Queen Consulting Group, Inc. She was also employed by the International Association of Administrative Professionals for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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