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Director of Client Services · The Wealth Group - Austin B. Colby & Associates

Karie R. Merritt

CRD 5507266 · Named on Form ADV at one SEC-registered adviser

At a glance

The Wealth Group - Austin B. Colby & Associates, an SEC-registered wealth manager based in Eden Prairie, MN with $711 million in regulatory assets, lists Karie R. Merritt on its Form ADV as Director of Client Services.

Firms and roles

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Karie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Austin B. ColbyOwner / Financial Planner, The Wealth Group - Austin B. Colby & Associates
  • Adam F. ColbyCFO / Chief Compliance Officer, The Wealth Group - Austin B. Colby & Associates
  • Michael K. EarlDirector of Wealth, The Wealth Group - Austin B. Colby & Associates
  • Daniel M. JohnsonOwner, The Wealth Group - Austin B. Colby & Associates

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.