Andrew Kurt Schroeder
Investment adviser representative at Merit Financial Advisors
13 yearsExperience
3 statesRegistered in
CFADesignation
$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
13 years in the industry.
- Merit Financial AdvisorsApr 2025 to now
- Safeguard Wealth ManagementFeb 2022 to Apr 2025
- Associated TrustOct 2018 to Feb 2022
- Associated BankJan 2017 to Oct 2018
- University of Wisconsin - La CrosseJul 2013 to Dec 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (LA, TX, 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
- 6590512
- Firm CRD
- 142457