Anthony John Hellenbrand
Investment adviser representative at Merit Financial Advisors
10 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
10 years in the industry.
- Merit Financial AdvisorsApr 2025 to now
- Safeguard Wealth ManagementJan 2020 to Apr 2025
- Safeguard Income StrategiesJun 2019 to Apr 2025
- Fox River CapitalJan 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (AZ, WI).
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
- 5865739
- Firm CRD
- 142457