Dylan Todd Mueller Merchant

Employer firm

Advisornet Wealth Partners CRD 113074

$3.15B regulatory AUM 222 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERIODIC INVESTMENT MONITORING AND FINANCIAL CONSULTING.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 04/2020
  University Of Redlands
  Redlands, CA
• 05/2015 → 09/2020
  Troy Burne Golf Club
  Hudson, WI
• 05/2019 → 09/2019
  Advanced Retirement Resources
  Minneapolis, MN
• 10/2020 → 10/2020
  Unemployed
  Stillwater, MN
• 10/2020 → Present
  Equitable Advisors, Llc
  Minneapolis, MN
• 11/2023 → Present
  Advisornet Wealth Partners
  Minnetonka, MN
• 11/2023 → Present
  Advanced Retirement Resources
  Minneapolis, MN

Previous Registrations

• 2020-11-23 → 2023-11-09
  Equitable Advisors, Llc
  Minneapolis, MN

Other Businesses

Realty Benefit Services, 1087 Mount Eyre Road, Washington Crossing, PA 18977. Sales Associate, sales of tax account program for which Realty Benefit Services collects the administrative fee. Start date 10.28.21, 48 hours per month, 1,000 annual comp.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-29

Other Names

• Dylan Todd Mueller Merchant
• Dylan T Merchant