Events

Live Q&A with Jovita Carranza

August 31, 2021

Live Q&A with Jovita Carranza, the 44th Treasurer of the United States, 26th Administrator of the United States Small Business Administration, and successful businesswoman. Our President, Kay Lynn Mayhue, will walk through…

Our Steve Young Event

April 27, 2021

We had a great time speaking with Steve Young, the three-time Super Bowl-winning quarterback of the San Francisco 49ers on Monday, April 26th. Thank you to all who were able…

Saving For College 101 with Sean Moore
Social Security: Your Most Frequently Asked Questions Answered
How to Save for College Using a 529 Plan
Merit Financial Advisors Partners with WealthPlan, LLC to Expand Presence in Wisconsin
Pros and Cons of Hiring a Financial Advisor: What You Need to Know

Merit Financial Advisors

At Merit, planning for what matters to you is our job.

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Advisors associated with Merit Financial Advisors may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Merit Financial Group; or (2) solely investment advisor representatives of Merit Financial Group, and not affiliated with LPL Financial. Investment advice offered through Merit Financial Group, a registered investment advisor. Merit Financial Group and Merit Financial Advisors are separate entities from LPL Financial.

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