AdFi
KS

Kenneth Scott Mergen

Investment Adviser Representative at RETIREMENT PLAN ADVISORS, LLC

CRD #2609056Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kenneth Scott Mergen has worked in the securities industry since 1996. They are registered to provide investment advisory services in Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/30/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 6/15/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/16/1995
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 12/18/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Retirement PLAN Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RETIREMENT PLAN ADVISORS, LLCCurrent
2/13/2014
STANCORP INVESTMENT ADVISERS, INC.
1/4/20111/8/2014Wayne, PA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kenneth Scott Mergen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kenneth Scott Mergen - Financial Advisor | AdvisorFinder