Unclaimed Profile

Karie Renee Merritt

THE WEALTH GROUP, LTD·EDEN PRAIRIE, Minnesota

Clean recordTHE WEALTH GROUP, LTD

14850 SCENIC HEIGHTS ROAD, EDEN PRAIRIE, MN 55344CRD# 5507266Firm CRD# 311385

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karie Renee Merritt · EDEN PRAIRIE, MN

Registration

CRD #5507266 · THE WEALTH GROUP, LTD

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karie Renee Merritt is a registered financial advisor based in EDEN PRAIRIE, Minnesota, affiliated with THE WEALTH GROUP, LTD. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE WEALTH GROUP, LTD

THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

AUM

$460M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE WEALTH GROUP, LTD →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5507266

Firm CRD# 311385

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karie Renee Merritt offer?

Karie Renee Merritt specializes in Financial Planning, Investment Management. Contact their office in EDEN PRAIRIE, Minnesota for a consultation.

What are Karie Renee Merritt's credentials?

Karie Renee Merritt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karie Renee Merritt located?

Karie Renee Merritt is based in EDEN PRAIRIE, Minnesota, working with THE WEALTH GROUP, LTD. Their office serves clients in the EDEN PRAIRIE metropolitan area and surrounding communities.

How does Karie Renee Merritt charge for services?

Karie Renee Merritt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE WEALTH GROUP, LTD?

THE WEALTH GROUP, LTD has approximately 11 employees and manages $460M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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