Kamryn Ann Markus
Investment adviser representative at Merit Financial Advisors
13 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
13 years in the industry.
- Merit Financial AdvisorsAug 2025 to now
- Purshe Kaplan SterlingAug 2025 to now
- Commonwealth Financial NetworkJan 2024 to Aug 2025
- Global Wealth AdvisorsMar 2020 to Aug 2025
- HotworxMar 2019 to Mar 2020
- Blake Cooper Financial StrategiesJul 2017 to Jan 2019
- Cordillera Ranch Country ClubOct 2016 to Jul 2017
- StudentJan 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7223593
- Firm CRD
- 142457