Luke Stortzum
Investment adviser representative at Merit Financial Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$23.9BFirm assets
Are you Luke Stortzum? 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
12 years in the industry.
- Merit Financial AdvisorsNov 2025 to now
- Purshe Kaplan Sterling InvestmentsNov 2025 to now
- Blueprint Wealth Advisors, LLCMar 2022 to Nov 2025
- Commonwealth Financial NetworksMar 2022 to Nov 2025
- Cetera Investment Advisers LLCOct 2020 to Mar 2022
- Cetera Investment Services LLCOct 2020 to Mar 2022
- First Community Bank and TrustOct 2020 to Mar 2022
- Edward JonesMay 2018 to Oct 2020
- Touchpoint Support ServicesJun 2017 to May 2018
- SodexoFeb 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6942550
- Firm CRD
- 142457