KM
KM
Kenneth Merritt is a registered investment advisor at Destra Capital Advisors LLC, based in Bozeman, MT, with 31 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 3 clients with $410M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$414.2M
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Location
443 N. Willson Avenue, Bozeman, MT, 59715
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Destra Capital Advisors LLC
October 2016 - Present · 9 yrs 6 mos
Destra Capital Investments LLC
October 2012 - Present · 13 yrs 6 mos
Destra Capital Investments LLCBroker
October 2012 - Present · 13 yrs 6 mos
Previous Registrations
Hodges Capital Management INC
June 2008 - June 2012 · 4 yrs
First Dallas Securities IncorporatedBroker
June 2008 - June 2012 · 4 yrs
Goldman, Sachs & CO.Broker
December 2001 - May 2008 · 6 yrs 5 mos
Edward JonesBroker
July 1994 - December 2001 · 7 yrs 5 mos
Montano Securities CorporationBroker
February 1994 - August 1994 · 6 mos
State Registrations2 states
ILTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.