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Brian John Cleven

Merit Financial Advisors

Middleton, WI

Alpharetta, GA

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-24
WI RA APPROVED 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24
  • WI RA
    APPROVED
    Since 2025-01-24

Branch Locations

1350 Deming Way #480, Middleton, WI 53562 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pillar Wealth Management Co Madison WI 04/2011 Present
  • 04/2011 → Present
    Pillar Wealth Management Co
    Madison, WI
Previous Registrations
  • 2011-07-12 → 2025-01-24
    Pillar Wealth Management Co.
    Madison, WI
  • 2011-01-26 → 2011-04-06
    Madison Investment Advisors, Llc
    Madison, WI
  • 2002-01-28 → 2011-04-06
    Madison Investment Holdings, Inc
    Madiosn, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-15
  • S66 Uniform Combined State Law Examination
    2000-07-15

View on SEC IAPD

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BRANDON JOHN GASSER
ALEX DAVID BROST
MICHELLE ROSALYN TODD
ALINA M. ANDRECAN

Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI

More in Middleton, WI

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