Sydney Thompson
Investment adviser representative at Merit Financial Advisors
23 yearsExperience
2 statesRegistered 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
23 years in the industry.
- Pks InvestmentsAug 2024 to now
- Merit Financial AdvisorsAug 2022 to now
- LPL Financial, LLCAug 2022 to Aug 2024
- Cambridge Investment Research Advisors, Inc.Jan 2022 to Aug 2022
- Cambridge Investment Research Inc.Jan 2021 to Aug 2022
- Secura Insurance Co.Sep 2019 to Jan 2021
- University of Wisconsin, OshkoshAug 2019 to Jun 2021
- Compeer FinancialDec 2018 to Sep 2019
- Minnesota State University, MankatoAug 2017 to Aug 2019
- Tom's Country CafeJun 2013 to Dec 2018
- Mercer High SchoolAug 2003 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 7332000
- Firm CRD
- 142457