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Paul M

Series 63, Series 66

Idaho Falls, ID

Private Advisor Group, LLC

Paul Merrill is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at firms such as Morgan Stanley, Citigroup Global Markets, UBS Financial Services, and LPL Financial. Outside of his advisory work, he is involved in a family manufacturing startup that produces truck camper shells. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model that combines technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Michael O

Series 63, Series 66

Idaho Falls, ID

Private Advisor Group, LLC

Michael Onkes is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, Independent Financial Partners, VOYA Financial Advisors, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based advisory model and offers both proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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Tanner J

Series 66

Idaho Falls, ID

Private Advisor Group, LLC

Tanner Johnson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 10 years of industry experience, previously working at firms including Oak Lane Advisors and Waddell & Reed, Inc. Outside of his advisory role, Mr. Johnson is self-employed in carpentry and other construction-related jobs. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes both proprietary and third-party investment strategies and technology platforms.

Annuities Founder/Business Owner
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