KM
KM

Kamryn Ann Markus

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

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Location

4400 State Highway 121, Suite 200, Lewisville, TX, 75056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kamryn is involved in fixed insurance sales, dedicating about 10-20% of their time to this activity. This activity is investment-related and conducted at the branch location.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2025 - Present · 6 mos
Merit Financial Advisors
August 2025 - Present · 6 mos
Global Wealth Advisors
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Commonwealth Financial Network
January 2024 - August 2025 · 1 yr 7 mos
Commonwealth Financial NetworkBroker
June 2023 - August 2025 · 2 yrs 2 mos
State Registrations4 states
AZCAPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kamryn Ann Markus - Financial Advisor | TrueAdvisor