Kathryn Vieh Redden
Investment adviser representative at Merit Financial Advisors
26 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$23.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Pks InvestmentsAug 2024 to now
- Merit Financial AdvisorsSep 2019 to now
- LPL Financial, LLCSep 2019 to Aug 2024
- 1st Global Insurance Services, Inc.Aug 2017 to Sep 2019
- I.M. Wealth Care, LLCJan 2017 to Apr 2022
- 1st Global Advisors, Inc.Jan 2017 to Sep 2019
- 1st Global Capital Corp.Jan 2017 to Sep 2019
- Ronald Blue & Co., LLCDec 2000 to Dec 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 3 states (CO, LA, TX).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2294287
- Firm CRD
- 142457