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Trisha Mcclanahan

Merit Financial Advisors

Overland Park, KS

Alpharetta, GA

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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-04-27
  • KS RA
    APPROVED
    Since 2026-04-27

Branch Locations

8001 College Blvd, Suite 200, Overland Park, KS 66210 • 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
Prime Capital Investment Advisors, Llc Overland Park KS 04/2018 03/2023
Travanse Senior Living Olathe KS 08/2014 04/2018
Private Client Services Overland Park KS 04/2021 03/2023
Prime Capital Investment Advisors, Llc Overland Park KS 12/2022 03/2023
Commonwealth Financial Network Waltham MA 03/2023 04/2026
Merit Financial Advisors Alpharetta GA 04/2026 Present
  • 04/2018 → 03/2023
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
  • 08/2014 → 04/2018
    Travanse Senior Living
    Olathe, KS
  • 04/2021 → 03/2023
    Private Client Services
    Overland Park, KS
  • 12/2022 → 03/2023
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
  • 03/2023 → 04/2026
    Commonwealth Financial Network
    Waltham, MA
  • 04/2026 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-08
  • S65 Uniform Investment Adviser Law Examination
    2022-12-08
Other Names
  • Trisha L Kruse

View on SEC IAPD

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Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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