Advisor at Trustmerit Capital
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.
Firm
Trustmerit Capital
Location
Eden Prairie, MN 55344
Credentials
Series 66
Industry experience
16 years
Joseph De Ziel is a financial advisor at TrustMerit Capital with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and Edward Jones. TrustMerit Capital provides discretionary portfolio management and investment advice to individual and high-net-worth clients, tailoring Investment Policy Statements to each client’s goals and risk tolerance. The firm manages approximately $23.4 million across about 26 accounts, using a combination of fundamental, quantitative, and technical analysis with a long-term trading approach.
$0 - $250,000: 1.65% $250,001 - $750,000: 1.50% $750,001 - $1,500,000: 1.35% $1,500,001 - $3,000,000: 1.20% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.60%
Fee-only: Asset-based portfolio management fees, quarterly in arrears, negotiable.
6640 Shady Oak Road, Suite 250 B
Eden Prairie, MN 55344
Minnesota
TrustMerit Capital LLC
2021 - Present (5 years)
Eden Prairie Capital Management & Consulting
2020 - Present (6 years)
Ameriprise Financial Services Inc
2019 - 2020 (1 year)
Unemployed
2019 - 2019 (1 year)
Edward Jones
2017 - 2019 (2 years)
Edward Jones
2017 - 2019 (2 years)
Nepsis Capital Management, Inc.
2016 - 2017 (1 year)
Unemployed
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
CFA®
Minnetonka, MN
Longship Advisers, LLC
CFP®, Series 63
Edina, MN
The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
Series 63, Series 65
Savage, MN
Sword and Shield Solutions LLC
Series 63, Series 66
Plymouth, MN
MWM Wealth Advisory, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")