Mary Mermel
Sullivan Mermel · Chicago, Illinois
Mary Mermel is a fee-only financial advisor at Sullivan Mermel in Chicago, Illinois, who holds the CFP credential.
Request an introduction to Mary →
Facts
| Firm | Sullivan Mermel |
|---|---|
| Based in | Chicago, Illinois |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 5494523 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sullivanmermel.com |
Request an introduction to Mary
Tell Mary a little about what you're looking for. Mary isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mary
Is Mary Mermel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Sullivan Mermel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
Where is Mary Mermel based?
Mary Mermel is based in Chicago, Illinois.
What credentials does Mary Mermel hold?
Mary Mermel holds the CFP credential.
Is Mary Mermel registered with the SEC?
Yes. Mary Mermel is registered as an investment adviser representative in IL (CRD 5494523), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Mary Mermel?
Through Mary's website, www.sullivanmermel.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.