Robert William Seibel
Investment adviser representative at Merit Financial Advisors
12 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
12 years in the industry.
- Purshe Kaplan Sterling InvestmentsMay 2025 to now
- Merit Financial AdvisorsApr 2025 to now
- Fidelity InvestmentsJan 2020 to Apr 2025
- Edward JonesJul 2018 to Dec 2019
- Union Pacific RailroadAug 2017 to Dec 2017
- Pacific Life Insurance CompanyMay 2017 to Jun 2018
- Waddell & Reed Financial AdvisorsJan 2017 to May 2017
- Taste of BelgiumJun 2016 to Jan 2017
- Trio BistroMay 2014 to Dec 2016
- University of Nebraska-lincolnAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6971870
- Firm CRD
- 142457