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Karie Renee Merritt

THE WEALTH GROUP, LTD·EDEN PRAIRIE, Minnesota
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14850 SCENIC HEIGHTS ROAD, EDEN PRAIRIE, MN 55344CRD# 5507266Firm CRD# 311385
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE WEALTH GROUP, LTD
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
AUM
$460M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at THE WEALTH GROUP, LTD →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5507266
Firm CRD# 311385
No disclosures on file
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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Other advisors in EDEN PRAIRIE
Nancy Lea Koestler — USADVISORS WEALTH MANAGEMENT, LLCPhilip Carl Simensen — USADVISORS WEALTH MANAGEMENT, LLCGary Louis Greenberg — GREENBERG GARY LOUISDavid Edgar Bremer — BOULAY FINANCIAL ADVISORS, LLCNathan Daniel Bergeland — USADVISORS WEALTH MANAGEMENT, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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