Our Qualifications

Tom Mertensmeyer has been working with individuals who are planning retirement and/or living retirement in the Phoenix metro area since 1990.

Tom has extensive personal and professional experience in the area retirement living.

He is a registered representative and Investment Advisor Representative with series 7, series 63, and series 66 securities registrations, which enable him to offer his investment services as a commission broker or as a fee based advisor. Tom is also licensed to sell insurance products and can ofer his services in multiple states.

He is dedicated to developing lasting relationships with his clients.

One of the benefits of working with Tom is his ability to provide clear, easily understood explanations of financial products and insurance services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.

Utilizing the wealth of resources through Cetera Advisor Networks LLC, Tom's broker/dealer, and the support staff at the various securities and insurance firms, he is able to exercise his knowledge to help you with your current financial situation.