Errek Suhr
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Errek C. Suhr is an Associate Resident Director and Financial Advisor at Merrill. He joined Merrill in 2011 and serves as Senior Vice President and Resident Director of the Bloomington Merrill office. In his role, he focuses on clients’ goals and concerns by employing a goals-based wealth management process along with global resources and up-to-date Web technology, all designed to help clients pursue their financial objectives.
Errek's expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor’s Degree from Indiana University and the Personal Investment Advisor (PIA) professional designation. Prior to his financial advisory career, Errek played on the Indiana University Men's basketball team from 2003 to 2007 and is currently a Color Commentator for IU Men's basketball radio.
Outside of his professional responsibilities, Errek is active in his community and enjoys volunteering. He has supported organizations such as the Boys and Girls Club of Bloomington and served on the board of Big Brothers Big Sisters of Southern Indiana. Errek enjoys golfing and spending time with his wife Rebekah and their four children, including coaching his daughters’ basketball and softball teams.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
College savings (529s, UTMA, etc.)
Wealth management
General retirement planning
Retirement income strategy
Demographic focus
Parents
Young Families
Work history
BANK of AMERICA, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith, Inc.
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Isaiah M
Series 63, Series 66
Bloomington, IN
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Aaron D
Series 66
Bloomington, IN
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Joel S
Series 66
Bloomington, IN
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Aubrey W
CFP®, Series 66
Bloomington, IN
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Savanah W
CFP®, Series 66
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Edward Jones
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