Jon C. Mommaerts,  CFP<sup>&reg;</sup> - Financial Advisor

Jon C. Mommaerts, CFP®

Managing Parnter

Carson Wealth Marquette

989 West Washington Street, Suite 104
Marquette, MI 49855
FINANCIAL ADVISOR'S WEBSITE
(888) 527-6637
(906) 226-8711

General

Jon Mommaerts is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Carson Wealth Marquette in Marquette, MI and the surrounding communities.

Financial Advisor Experience

26 years of Financial Planning and investment management experience.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: MI
  • Health/disability insurance: MI
  • Fixed annuities: MI

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Mommaerts Mahaney Financial Services, Inc. provides advisory services through ERTS Wealth Advisors, LLC, a registered investment advisor

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Getting Divorced, Employee Benefits, Getting Married, Identity Theft, Mutual Funds, Irregular Income, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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