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 financi

al 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.

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

New Year’s resolutions don’t have to be flashy to be effective. A financial reset can be one of the most impactful moves...
01/06/2026

New Year’s resolutions don’t have to be flashy to be effective. A financial reset can be one of the most impactful moves you make all year. I broke down a few key areas in a recent article posted in the News Tribune!

Read the full article here 👉 https://conta.cc/4sHd5zY

11/27/2025
Our food drive kicks off TOMORROW!On Thursday & Friday from 8-9AM & 3-4PM, a friendly face will greet you at the end of ...
11/19/2025

Our food drive kicks off TOMORROW!

On Thursday & Friday from 8-9AM & 3-4PM, a friendly face will greet you at the end of our cul-de-sac for drive-thru drop off!

The remainder of the day, donations can be left at the door or brought inside!

On Saturday from 8-11AM drive-thru drop off will be available again! A friendly face will greet you outside in the cul-de-sac!

‼️Attention Mid-Missouri‼️

Wallstreet Group Advisors is excited to announce our first annual food drive. We are partnering with local agencies to help fill plates and hearts this Thanksgiving!

Donations can be dropped off at our office at the dates and times below.

11/05/2025

‼️Attention Mid-Missouri‼️

Wallstreet Group Advisors is excited to announce our first annual food drive. We are partnering with local agencies to help fill plates and hearts this Thanksgiving!

Donations can be dropped off at our office at the dates and times below.

Unless you’ve been living under a rock, you’ve probably seen the headlines about the current government shutdown. So... ...
10/09/2025

Unless you’ve been living under a rock, you’ve probably seen the headlines about the current government shutdown. So... what’s really happening — and how does it affect your portfolio?

Essentially, programs deemed non-essential are paused or closed until the shutdown ends. Essential programs that keep the government functioning continue operating as usual.

But most of the time, your investment portfolio is unaffected. Why?

1️⃣Major financial systems — like banks, stock exchanges and U.S. Treasury payments — continue to operate normally.

2️⃣Historically, shutdowns are short-lived, with the longest lasting just 35 days.

3️⃣Because they’re rarely a surprise, markets and investors typically have time to prepare in advance.

Below is stock market performance during every past government shutdown!

https://www.fool.com/research/stock-market-government-shutdowns/?msockid=1674c2b593d86f5603afd4f2925e6e50

08/28/2025
“Over 70.5? You can give to charity AND lower your taxes! All about "QCDs" (qualified charitable distributions) below ⬇️
08/20/2025

“Over 70.5? You can give to charity AND lower your taxes!

All about "QCDs" (qualified charitable distributions) below ⬇️

Your 401(k) in your 20s and 30s 🟰 One of your biggest superpowers!
08/12/2025

Your 401(k) in your 20s and 30s 🟰 One of your biggest superpowers!

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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