Duncan Reidner
Investment adviser representative at Merit Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$23.9BFirm assets
Are you Duncan Reidner? Claim your profile
Contact this firm
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 AdvisorsNov 2025 to now
- Blueprint Wealth AdvisorsJan 2022 to Nov 2025
- Citizens State BankApr 2021 to Dec 2021
- HoneywellFeb 2020 to Mar 2021
- UnemployedMay 2019 to Feb 2020
- Colorado School of MinesAug 2018 to May 2019
- Edward JonesJun 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6655731
- Firm CRD
- 142457