Independent Broker-Dealer · Independent channel
Financial Connections
Acquired by Merit Financial Advisors · September 2026
Fond du Lac, Wisconsin advisory practice (about $57 million) affiliated with Commonwealth Financial Network; acquired by Tim Brennan on joining Merit Financial Advisors in September 2026.
- Website
- meritfinancialadvisors.com
Acquired by Merit Financial Advisors in 2026; the firm's site is now its buyer's.
- Regulator record
- COMMONWEALTH FINANCIAL NETWORK (FINRA)
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining Financial Connections in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Financial Connections in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 18 | Acquisition | Financial ConnectionsFond du Lac, WI | Merit Financial AdvisorsRIA | $57M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.