Bret Hackett
Investment adviser representative at Merit Financial Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Purshe Kaplan Sterling InvestmentAug 2024 to now
- Merit Financial Advisors.Nov 2019 to now
- LPL Financial, LLCMar 2018 to Aug 2024
- H.D. Vest Advisory ServicesMar 2014 to Feb 2018
- H.D. Vest Investment ServicesMar 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (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
- 4687911
- Firm CRD
- 142457