Merrit Strunk
CRD Number: 7087203Current Firm: Momentum Financial And Insurance Services LLC
Compensation Model: Both
Merrit Strunk (CRD# 313233) and Momentum Financial & Ins Svcs LLC is a Registered Investment Advisory Firm, Certified Financial Fiduciary, Author of Your Retirement (UN) Broken book and Radio and Podcast host of the Retirement (UN)Broken Show. Momentum Financial provides comprehensive financial planning and wealth management.
Located in San Diego CA and serves clients across the US.
Momentum primarily serves individuals and small business owners that aspire to have a work optional lifestyle in retirement.
We’ve developed and refined the proprietary Momentum LifeYield process which ideally results in greater wealth, paying fewer taxes and having more income.
We are passionate about helping our clients achieve success for their financial futures.
(858) 521-9700, [email protected], www.momentumfsgroup.com, www.retirementunbroken.com
Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor in the State of California. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA recognized professional certification.
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Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Momentum Financial And Insurance Services LLC | Valley, CA | Mar 2021 - Current | 3 |
| Momentum Financial And Insurance Services LLC | Valley, CA | Nov 2017 - Current | 6 |
| Foundations Investment Advisors, LLC | Scottsdale, AZ | Mar 2019 - Mar 2021 | 2 |
| Asset Marketing Systems | San Diego, CA | Aug 2015 - Aug 2017 | 2 |
| Creativeone | Lenexa, KS | Apr 2007 - Aug 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- CA
- LA
- TX
-
Total Assets Under Management31MILLIONS
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Total Number of Accounts119ACCOUNTS
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Average Account Value$261,702
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, LA, TX
Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor in the State of California. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA recognized professional certification.
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