Merrick R. Brtek

Operations Manager

Merrick Brtek is the Operations Manager here at Expanse Wealth Management. She graduated from the University of Nebraska – Lincoln in May 2019 with a Bachelor of Arts degree in History and minors in Psychology & Classics. Merrick has a history of roles in leadership, sales, recruiting, customer service, and event planning. She loves to build relationships and help others in any way she is able. In her free time, Merrick loves to travel and eat delicious food with her husband, Matthew Brtek. She was Miss Nebraska Earth in 2018 and spends a lot of time volunteering and getting involved in the community. Merrick loves music. She has sung at large events in several cities/states including Washington D.C in 2018, and Las Vegas, Nevada in 2019. Catch Merrick playing with her sweet Pomsky pup, Millie, listening to her record collection, and eating all the sweets when she is not in the office.

Merrick acts as a non-registered associated person of Waddell & Reed,.  She is authorized to assist Advisors with Waddell & Reed with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed. or otherwise bind the firm.  (04/21)