Advisor at Merit Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merit Financial Advisors
Location
Rockford, IL 61107
Credentials
Series 63, Series 65
Industry experience
21 years
Financial planning flat fees up to $80,000; Annual Trustee/Fiduciary Fee $16,500 to $18,000 plus additional asset-based fees
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% Above $250,000+: 1.00%
Hourly rates for financial planning services, specific rates not stated
Ongoing financial planning fees payable annually, quarterly, or monthly
Merit Financial Advisors
2025 - Present (1 year)
Purshe Kaplan Sterling
2025 - Present (1 year)
Commonwealth Financial Network
2021 - 2025 (4 years)
Ameriprise Financial Services, Inc.
1988 - 2021 (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 66
Rockford, IL
Edward Jones
Series 66
Rockford, IL
Edward Jones
Series 66
Loves Park, IL
Edward Jones
Series 66
Rockford, IL
Edward Jones
Series 66
Rockford, IL
Merrill
John Larson is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management. Since beginning his financial services career in 2000, John has focused on helping clients build comprehensive wealth management strategies tailored to their individual needs. His client expertise includes college education planning, managing new wealth, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John earned a Bachelor of Science degree in Finance from Northern Illinois University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in the Rockford community, John attended Guilford High School. He is actively involved locally, having served on the board of The First Tee of Rockford, as Chair of the Finance Committee and board member of the OSF College of Nursing, and participating in the YMCA Strong Kids Campaign. John is married to his wife Chris and they have two children. His personal interests include golfing, running, and spending time with his family.
ChFC®, Series 66
Rockford, IL
Edward Jones
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