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Mitchell Kent Parker

Investment Adviser Representative at Merit Financial Advisors

Sheboygan Falls, WICRD #6815658Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

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

Mitchell Kent Parker is an investment adviser representative with Merit Financial Advisors in Sheboygan Falls, WI, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Safeguard Wealth Management and Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio, Texas, and Wisconsin.

Office

1160 Fond Du Lac Ave
Sheboygan Falls, WI 53085

Advisors at this office: 11

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio, Texas, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/10/2019
SIE
Securities Industry Essentials Examination
Passed 8/29/2018
Series 7
General Securities Representative Examination
Passed 6/15/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Merit Financial AdvisorsCurrent
4/25/2025 – Sheboygan Falls, WI
Safeguard Wealth Management
3/17/2023 – 4/25/2025Tiffin, OH
Morgan Stanley
6/21/2019 – 2/28/2023Pepper Pike, OH
MML Investors Services, LLC
6/29/2018 – 8/29/2018Maumee, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. MASS Mutual LIFE Insurance Company
    Apr 2018 – Sep 2018Maumee, OH
  2. MML Investors Services
    May 2018 – Sep 2018Maumee, OH
  3. Ohio University, Department of Housing
    Aug 2016 – May 2018Athens, OH
  4. Ohio University
    Aug 2014 – May 2018Athens, OH
  5. Charles Schwab
    Jun 2017 – Aug 2017Austin, TX
  6. Parker's Painting
    May 2015 – May 2018McCutchenville, OH
  7. MAI Capital Managment
    Sep 2018 – Feb 2019Cleveland, OH
  8. Morgan Stanley
    May 2019 – Feb 2023Pepper Pike, OH
  9. Unemployment
    Feb 2019 – May 2019Cleveland, OH
  10. Safeguard Wealth Management
    Feb 2023 – Apr 2025Tiffin, OH
  11. Merit Financial Advisors
    Apr 2025 – no end date reportedAlpharetta, GA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Merit Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • First $100,0001.50%
  • $100,000 - $250,0001.25%
  • Above $250,0001.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
269
Offices listed on AdvisorFinder:
25
Main office:
Alpharetta, GA
SEC file number:
801-67462

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 24, 2026

View full firm profile

Other advisors at Merit Financial Advisors

Showing 12 of 269 in the directory

View Merit Financial Advisors firm profile

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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. Mitchell Kent Parker 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Mitchell Kent Parker (Merit Financial Advisors)