Cole Mertens, CFP - Financial Advisor

Cole Mertens, CFP - Financial Advisor Hi there! My name is Cole Mertens. I am a financial planner with Wallstreet Group Advisors. Member FINRA / SIPC and an Investment Advisor.

Empowering clients with education-driven, tax-efficient investment strategies, I take a holistic approach to their financial plans, helping them make informed decisions with confidence and clarity. My main objective when working with my clients is to educate first and providing solutions second. This leads to a collaborative conversation between myself and you the client when building your financial plan. Before any meeting, I will always take a holistic approach by looking beyond their investments and looking at their full financial picture. As a CERTIFIED FINANCIAL PLANNER™ professional, I offer financial and retirement plan consulting services as well fee-based asset management services in the following areas:

Retirement Planning Strategies
Tax Planning Strategies
Investment Management Strategies
Legacy Planning Strategies
Group Retirement Plans for Businesses
Educational Savings Plans
Risk Management Techniques
Cash Flow, Debt Management and Net Worth Analysis

*​Securities and Advisory Services offered through Creative One Securities, LLC. Wallstreet Group and Creative One Securities, LLC are not affiliated.

When meeting with new parents, there are understandably a lot of things on their mind. My role as your advisor is to mak...
09/29/2026

When meeting with new parents, there are understandably a lot of things on their mind. My role as your advisor is to make sure the correct financial steps are in order. Here are a few things to consider as a new parent!

1️⃣ Updating beneficiaries & setting up will.
Having minor children can make estate planning more complex than before. Be sure to prepare for the unexpected & direct your assets where YOU want them to go.

2️⃣ Adding children to health insurance & workplace benefits
Healthcare expenses for children can be high. Make sure children are added within the enrollment window for your employer plans.

3️⃣ Consider a child savings plan
Accounts such as 529 plans, custodial accounts and even the newly available “Trump accounts” on July 5th are great tools to set your children up for the future!

Before clients make major investment decisions, I have them ponder this:If no one else was talking about it, would I sti...
09/08/2026

Before clients make major investment decisions, I have them ponder this:

If no one else was talking about it, would I still make this decision?

Many investment decisions & mistakes don’t come from bad ideas. They stem from the wrong reasons such as:

1️⃣ Fear of missing out
2️⃣ Headlines spreading hype or fear
3️⃣ Social pressure

Strong investment decisions aren’t that exciting. They actually tend to be pretty boring. Because they are consistent with what is going on with your life, timeline & your plan, without outside noise.

💡How often do you review your financial plan?In my experience, a full comprehensive review should happen at least once a...
06/10/2026

💡How often do you review your financial plan?

In my experience, a full comprehensive review should happen at least once a year, paired with smaller check-ins throughout the year.

Life changes quickly.

Promotions, job loss, marriage, children, or even changes in tax laws or market conditions can all affect your outlook.

This is why meeting regularly with my clients is a priority. So we can proactively address these life updates & adjust as your circumstances change!

Interest rates may not be the biggest headline when looking at your portfolios, but they quietly shape nearly every part...
05/07/2026

Interest rates may not be the biggest headline when looking at your portfolios, but they quietly shape nearly every part of the economy.

Read my article published in the News Tribune here 👉 https://conta.cc/4eriOVP

Address

1530 Rax Court
Jefferson City, MO
65109

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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