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Cara Ruth Wolenec

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 07/2012 09/2022
Pillar Wealth Management Co. Madison WI 09/2022 Present
  • 07/2012 → 09/2022
    Pillar Wealth Management Co.
    Madison, WI
  • 09/2022 → Present
    Pillar Wealth Management Co.
    Madison, WI
Previous Registrations
  • 2013-04-08 → 2025-01-24
    Pillar Wealth Management Co.
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-21
  • S65 Uniform Investment Adviser Law Examination
    2013-03-21
Other Names
  • Cara Ruth Springer

View on SEC IAPD

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Other Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG
JACK DRANEY
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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