Merrit A. Strunk

MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC

Valley Center, CA

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CRD#: 7087203

Professional summary

Merrit Austin Strunk is a registered financial advisor currently at MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC located in Valley Center, California.

Merrit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Merrit has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE SALES & Tax Mitigation Strategist and Advisor Sales & Marketing; INVESTMENT RELATED; SAN DIEGO, CA; INSURANCE AGENT; 2017; APPROX. 40 HOURS/MO DURING TRADING HOURS; SELL INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Merrit Austin Strunk's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 3, 2021 - Present

MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC

RIA

CRD#: 313233

Valley Center, CA

Past

March 20, 2019 - May 28, 2021

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(9/24/2025)

IAR

California
(6/3/2021)

IAR

Louisiana
(4/4/2022)

IAR

Oregon
(9/25/2025)

IAR

Texas
(3/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/7/2019

Uniform Investment Adviser Law Examination

Current Firm

MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC

CRD#: 313233 / SEC#:

Arizona

Registered Investment Advisory firm - (9/24/2025 Approved)

California

Registered Investment Advisory firm - (6/3/2021 Approved)

Louisiana

Registered Investment Advisory firm - (4/4/2022 Approved)

Oregon

Registered Investment Advisory firm - (9/25/2025 Approved)

Texas

Registered Investment Advisory firm - (3/29/2022 Conditional Restricted)

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Contact information

Main Address

Valley Center, CA

Mailing Address

Phone number

(858) 521-9700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 39,576,461

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Merrit A. Strunk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Merrit Austin Strunk's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC

FOUNDATIONS INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2019

Current Firm

MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC

TRUST BUT VERIFY

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