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John Benedict Brazier

Advisor at Merit Financial Advisors — Sheboygan Falls, WI Monroe Street

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Sheboygan Falls, WI 53085

Merit Financial Advisors logo

Merit Financial Advisors

Multi-team

Total advisors

284

Across 91 offices

Clients per advisor

71 High

Avg AUM per client

$897,421 High

HNW client ratio

22% Typical

About

John Brazier is a CFP® with six years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Sheboygan Falls, WI. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Cambridge Investment Research. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a central Investment Management team and an Investment Committee.

Client services

Based on Merit Financial Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Merit Financial Advisors

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations

Occupation focus

Based on Merit Financial Advisors

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial planning fees can be flat fees, typically not exceeding $100,000, often prorated and payable monthly or quarterly

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Project-based

Up to $100,000 total for financial planning services; specific hourly rate not stated

Subscriptions

Ongoing financial planning fees payable annually, quarterly, or monthly; specific amounts not stated

Location

See office

Sheboygan Falls, WI Monroe Street

517 Monroe Street

Sheboygan Falls WI 53085

Advisors at this office

5

Most active in

Wisconsin

Work history

7 years of industry experience

Purshe Kaplan Sterling Investments

2024 - Present • 2 years

Albany, NY

Merit Financial Advisors

2022 - Present • 4 years

Alpharetta, GA

LPL Financial

2022 - 2024 • 2 years

Sheboygan Falls, WI

Cambridge Investment Research Advisors

2019 - 2022 • 3 years

Fairfield, IA

Cambridge Investment Research, Inc.

2019 - 2022 • 3 years

Fairfield, IA

Cambridge Investment Research, Inc.

2018 - 2022 • 4 years

Fairfield, IA

American United Transportation Group

2017 - 2018 • 1 year

Milwaukee, WI

University of Wisconsin - Whitewater

2012 - 2017 • 5 years

Whitewater, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Riley E

Series 63, Series 65, Series 7

Sheboygan, WI

LPL Financial

Riley Ege is a financial advisor with LPL Financial in Sheboygan, WI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. His prior firms include Wisconsin Advisors, Riverstone Wealth Partners, Commonwealth Financial Network, and INVEST Financial Corp. He also serves as a notary in Sheboygan. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of delivery options supported by in-house research and combines advisory operations with various non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Approaching retirement Established Professionals Young Professionals
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Teresa M

Series 66

Sheboygan, WI

Threshold Compass Strategies, Inc.

Teresa Mcalpine is a financial advisor with LPL Financial and holds a Series 66 credential. She has 13 years of industry experience, including prior roles at INVEST Financial Corporation and Threshold Compass Strategies, Inc., where she currently provides financial planning and consulting services. Teresa is also the author of a book titled "Financial Wealthstyle Archetypes." LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

General retirement planning Retirement income strategy Cash flow / budgeting General tax planning
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Pamela O

Series 63, Series 66

Sheboygan, WI

Pamela Otten LLC

Pamela Otten is the principal advisor at Pamela Otten LLC, an independent firm based in Sheboygan, WI. She holds Series 63 and Series 66 licenses and has 17 years of experience in the financial industry. Since founding her firm in 2011, she has also served as a religious pastor at Renew Ministries, where she is involved in worship planning and pastoral care. Pamela Otten LLC serves individual investors, couples, business owners, and retirement and trust accounts with a focus on long-term, stewardship-oriented financial planning. The firm emphasizes investor education and employs a passive, low-cost investment approach based on Modern Portfolio Theory, arranging portfolio management through third-party money managers rather than managing portfolios in-house.

Charitable giving & philanthropy General retirement planning Wealth management Passive / index investing Founder/Business Owner Religious/faith focused
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Jonathan D

CFA®, Series 63

Plymouth, WI

The Olympia Group LLC

Jonathan Dudzinski is a CFA® charterholder with 11 years of industry experience. He is the principal advisor at The Olympia Group LLC, an independent firm he has been with since 2023. Prior to that, he held roles at LPL Financial, Merit Financial Group, Cambridge Investment Research Advisors, and Carl M. Hennig Inc. Outside of advising, he serves on the finance committee of the Oshkosh Area Community Foundation and the board of the University of Wisconsin Oshkosh. The Olympia Group LLC provides discretionary portfolio management, sub-advisory services, and research consulting to individuals, high-net-worth investors, and institutional clients. The firm employs a concentrated, all-cap global equity strategy focused on small- and micro-cap companies with durable competitive advantages, using fundamental analysis and proprietary scoring methodologies.

Concentrated stock management Options & derivatives strategies Active portfolio management
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Randall M

Series 63, Series 66

Sheboygan, WI

Financial Planning Center

Randall Miller is a financial advisor at Financial Planning Center with 40 years of industry experience. He holds Series 63 and Series 66 credentials. Outside of finance, he worked part-time as a respiratory therapist at Waukesha Memorial Hospital and St. Francis Hospital from 2008 to 2013. Financial Planning Center provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, businesses, pension plans, and other advisers. The firm uses a total-return, diversified asset-allocation approach with an emphasis on yielding securities and manages client assets on a non-discretionary basis.

Active portfolio management Options & derivatives strategies
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Cari D

Series 65, Series 63

Adell, WI

Luedtke & Associates LLC

Cari Domask is a financial advisor with Luedtke & Associates LLC, holding Series 65 and Series 63 credentials and possessing 12 years of industry experience. She has worked at Luedtke & Associates since 2014 and previously was with Commonwealth Financial Network and Princor Financial Services Corporation. Outside of her advisory role, she is a passive owner of Beechwood Financial Services. Luedtke & Associates is an SEC-registered investment adviser that serves individuals, businesses, and plan sponsors with portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $248 million in assets for about 470 clients and utilizes a combination of in-house and third-party strategies, including complex tools such as direct indexing and AI-enabled service delivery.

Annuities General retirement planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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