Amy Carol Thomas
Investment adviser representative at Merit Financial Advisors
19 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 yearsFirm in business
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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
19 years in the industry.
- Purshe Kaplan Sterling InvestmentsNov 2025 to now
- Merit Financial AdvisorsOct 2025 to now
- Harbour Investments, IncJan 2020 to Oct 2025
- Mennenga Tax & FinancialJun 2017 to Jan 2020
- Wi Youth CompanySep 2007 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 6811964
- Firm CRD
- 142457