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RIA / WealthAdvisor28 years in industry

PATRICK RYAN STURM

Advisor at MERIT FINANCIAL ADVISORS

Middleton, WI | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:009f15ee-3295-738d-3f68-89290f85ee3a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 11, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERIT FINANCIAL ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 18, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 18, 1998
First registration: Aug 11, 2000
Dual registered: no
Other names: PAT STURM
IAPD individual key: 3072622

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERIT FINANCIAL ADVISORS	Bd affiliated wealth	Jan 24, 2025	n/a	yes	Middleton, WI\|ALPHARETTA, GA	Current employment
PILLAR WEALTH MANAGEMENT CO.	Former SEC adviser	Apr 8, 2013	Jan 24, 2025	no	MADISON, WI\|Brookfield, WI\|Brookfield, WI	Previous registration
RUSSELL INVESTMENTS	Asset manager	Apr 24, 2006	Mar 15, 2013	no	MILWAUKEE, WI\|MILWAUKEE, WI\|SEATTLE, WA\|GRAND RAPIDS, MI	Previous registration
ALLSPRING FUNDS MANAGEMENT, LLC	Asset manager	Jan 1, 2005	Mar 13, 2006	no	MENOMONEE FALLS, WI	Previous registration
STRONG CAPITAL MANAGEMENT INC	n/a	Aug 11, 2000	Jan 1, 2005	no	MENOMONEE FALLS, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PILLAR WEALTH MANAGEMENT CO.	MERIT FINANCIAL ADVISORS	Jan 24, 2025	Jan 24, 2025	0	Firm change	RIA to RIA
RUSSELL INVESTMENTS	PILLAR WEALTH MANAGEMENT CO.	Mar 15, 2013	Apr 8, 2013	24	Firm change	Other
ALLSPRING FUNDS MANAGEMENT, LLC	RUSSELL INVESTMENTS	Mar 13, 2006	Apr 24, 2006	42	Firm change	Other
STRONG CAPITAL MANAGEMENT INC	ALLSPRING FUNDS MANAGEMENT, LLC	Jan 1, 2005	Jan 1, 2005	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
118225:142457:WI:2025-01-24	Jan 24, 2025	Jan 24, 2025	BROOKFIELD, WI	Firm change

Relationships

Registered with (5)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Jan 24, 2025 to presentfactForm ADV
→ PILLAR WEALTH MANAGEMENT CO.Registered adviserregistration: previous registration
Apr 8, 2013 to Jan 24, 2025factForm ADV
→ RUSSELL INVESTMENTSRegistered adviserregistration: previous registration
Apr 24, 2006 to Mar 15, 2013factForm ADV
→ ALLSPRING FUNDS MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 1, 2005 to Mar 13, 2006factForm ADV
→ STRONG CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Aug 11, 2000 to Jan 1, 2005factForm ADV

Dated events

Occurred
Jan 24, 2025
Advisor changed firm
Patrick Ryan Sturm left Pillar Wealth Management Co. for Merit Financial Advisors (registered 2025-01-24)
Form ADVobserved 4 days ago