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Bryce S

Series 66

Kalispell, MT

Merit Financial Advisors

Bryce Stacy is a financial advisor at Merit Financial Advisors with a Series 66 designation and over one year of industry experience. His career includes roles at PKS Investments, LPL Financial, and Northwestern Mutual. Outside of finance, he holds a 50% ownership interest in RAFTER 3 BRAND LLC, an agricultural and cattle business. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Management team.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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