Merrit Austin Strunk
Financial advisor at Momentum Financial and Insurance Services LLC · Valley Center, CA
Last updated 2026-10-10
Claim your profileMerrit Austin Strunk is a financial advisor at Momentum Financial and Insurance Services LLC in Valley Center, CA, CRD 7087203. Licenses and exams on the registration: Series 65. IAPD registration began 2019-03-20.
Registration
- CRD number
- 7087203
- Registration status
- Active
- IAPD registration
- 2019-03-20
- Industry Experience
- 7 years
- Work Experience
- 11 years
- States registered
- AZ, CA, LA, OR, TX, WA
Licenses and exams
- Series 65
Work history
- 2019-03 to 2021-03 · Foundations Investment Advisors, LLC · Scottsdale, AZ
- 2017-11 to Present · Momentum Financial and Insurance Services LLC · Valley, CA
- 2015-08 to 2017-08 · Asset Marketing Systems · San Diego, CA
- 2021-03 to Present · Momentum Financial and Insurance Services LLC · Valley, CA
Current employment
- Momentum Financial and Insurance Services LLC · Valley Center, CA
About
Merrit Austin Strunk is a financial advisor at Momentum Financial and Insurance Services LLC in Valley Center, CA. Reported securities licenses include Series 65. The latest record indicates 7 years of industry experience and 11 years of reported work history. Reported roles include Foundations Investment Advisors, LLC, Asset Marketing Systems, among others.
SEC disclosures list additional business and community activities: Insurance Sales And Advisor Sales & Marketing; Investment Related; San Diego: 40 hours/mo during trading hours; sell insurance products.
Location
Valley Center, CA
Official record
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