Momentum Financial And Insurance Services LLC

Momentum Financial And Insurance Services LLC (CRD# 313233) is a financial advisory firm headquartered in , . They manage $31,142,535 in 119 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.momentumfsgroup.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $261,702
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Momentum Financial And Insurance Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Merrit Strunk, financial advisor Valley Center CA
Merrit A. Strunk
CRD#: 7087203
Valley Center, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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