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Janet A. Dettle

Investment adviser representative at Merit Financial Advisors
15 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

15 years in the industry.

  1. Merit Financial AdvisorsOct 2026 to now
  2. Fidelity InvestmentsSep 2022 to Oct 2026
  3. First Command Advisory ServicesSep 2020 to Sep 2022
  4. First Command Brokerage ServicesSep 2020 to Sep 2022
  5. First Command Insurance ServicesSep 2020 to Sep 2022
  6. First CommandAug 2020 to Sep 2020
  7. AflacJul 2019 to Aug 2020
  8. UnemployedFeb 2019 to Jun 2019
  9. Dna ConsultingMay 2018 to Jan 2019
  10. UnemployedApr 2011 to Apr 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2020

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
7286741
Firm CRD
142457
Advisor's SEC record (opens in a new tab)
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