Royal Capital Wealth Management
46yrs
Top advisor by experience in Carmel
18yrs
Norman Merlet is a fiduciary financial advisor in Carmel, Indiana, with 18 years in the industry. After two years at Oneamerica Securities and a year at New England Securities, Norman joined Valic Financial Advisors in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 628 advisors with offices in Carmel, and one of 495 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 60% of advisors at Valic Financial Advisors
Office630 West Carmel Drive Suite 140, Carmel, IN 46032
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowValic Financial Advisors, Inc.Current firm
- Jul 2014 – Apr 2016Oneamerica Securities, Inc.Previously
- Oct 2011 – Aug 2012New England SecuritiesPreviously
Contact Norman
(866) 544-4968Firm headquarters in Houston, TX. Ask for Norman. 630 West Carmel Drive Suite 140Carmel, IN 46032Office · Get directions Firm websiteHTTP://WWW.VALIC.COM
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Questions to ask Norman
Tailored to Norman’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Norman
How do I contact Norman?
Call Valic Financial Advisors at (866) 544-4968 and ask for Norman Merlet. Norman works from the Carmel, IN office.
How long has Norman been a financial advisor?
Norman has been in the industry since 2008, about 18 years. More experience than 60% of advisors at Valic Financial Advisors.
What licenses does Norman hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Norman a fiduciary?
Norman is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Norman paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Norman for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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