Sydney Thompson
Investment Adviser Representative at Merit Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sydney Thompson is an investment adviser representative with Merit Financial Advisors in Sheboygan Falls, WI, where they have been registered since 2022. They have worked in the securities industry since 2021 and were previously registered with Cambridge Investment Research Advisors, Inc. 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 Texas and Wisconsin.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
- Broker:
33 states and territories
Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Maine, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambridge Investment Research Inc.Jan 2021 – Aug 2022Fairfield, IA
- Cambridge Investment Research Inc.Jul 2021 – Aug 2022Fairfield, IA
- SECURA Insurance Co.Sep 2019 – Jan 2021Neenah, WI
- Compeer FinancialDec 2018 – Sep 2019Mankato, MN
- Tom's Country CafeJun 2013 – Dec 2018Mercer, WI
- University of Wisconsin, OshkoshAug 2019 – Jun 2021Oshkosh, WI
- Minnesota State University, MankatoAug 2017 – Aug 2019Mankato, MN
- Mercer High SchoolAug 2003 – Jun 2017Mercer, WI
- Cambridge Investment Research Advisors, Inc.Jan 2022 – Aug 2022Fairfield, IA
- LPL Financial, LLCAug 2022 – Aug 2024Sheboygan Falls, WI
- Merit Financial AdvisorsAug 2022 – no end date reportedAlpharetta, GA
- PKS InvestmentsAug 2024 – no end date reportedAlbany, NY
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
- 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
Client types the firm serves
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 profileOther advisors at Merit Financial Advisors
Showing 12 of 269 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sydney Thompson 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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