Joshua Patrick Preiss
Investment adviser representative at Merit Financial Advisors
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Merit Financial Advisors.Aug 2022 to now
- LPL Financial LLCAug 2022 to Aug 2024
- Cambridge Investment Research Advisors, Inc.Nov 2017 to Aug 2022
- Cambridge Investment Research, Inc.Nov 2017 to Aug 2022
- Voya Financial AdvisorsNov 2016 to Nov 2017
- Mersberger FinancialJun 2016 to Aug 2022
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 6671001
- Firm CRD
- 142457