Braedon Killion
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Columbus, OH 43240
Credentials
Series 66
Industry experience
1 year
Braedon Killion is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with a dedicated team to provide personalized financial strategies for individuals and families. His work focuses on building trust-based relationships to help clients achieve financial peace and meet their goals. Leveraging the resources of Merrill and Bank of America, Braedon offers comprehensive services including investment management, retirement planning, and mortgage solutions.
Braedon earned a bachelor's degree from Cedarville University, completing a double major in Finance and Accounting along with minors in Business Analytics and Biblical Studies. During his studies, he gained practical experience through a three-year tenure at a venture capital firm and an internship at a financial planning firm. Prior to his professional career, he was a Division II All-American athlete and three-year captain in cross country and track, experiences that instilled in him discipline and leadership skills which he applies to his client work.
His client focus areas include family wealth management strategies, managing new wealth, and personal retirement planning. Braedon holds the Personal Investment Advisor (PIA) designation and is registered with NMLS (#2650841). Outside of his professional responsibilities, he enjoys camping, hiking, running, and traveling.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
8890 Lyra Dr
Columbus, OH 43240
Ohio · Texas
Bank of America, N.A.
2024 - Present (2 years)
Merrill
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
Ridgeline Wealth Planning
2023 - 2023 (1 year)
Guidehouse Consulting
2022 - 2022 (1 year)
Beyond
2021 - 2024 (3 years)
Access Business Finance
2021 - 2022 (1 year)
Ups
2020 - 2021 (1 year)
Wetherington Country Club
2019 - 2021 (2 years)
Unemployed
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Real estate agent
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
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