Lloyd Wendell Mennenga

Current Employers

Employment History

• 06/2010 → 10/2016
  Woodbury Financial Services, Inc
  Madison, WI
• 10/2016 → 10/2025
  Harbour Investments, Inc
  Madison, WI
• 10/2025 → Present
  Merit Financial Advisors
  Madison, WI
• 11/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2016-10-21 → 2025-11-03
  Harbour Investments, Inc.
  Madison, WI
• 2010-06-21 → 2016-10-26
  Woodbury Financial Services, Inc.
  Madison, WI
• 2006-07-14 → 2010-06-21
  Avantax Advisory Services
  Madison, WI

Other Businesses

1. Merit Financial Advisors. Investment related. At registered location. RIA. Financial advisor. Start date: 10/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional insurance. Agent. Start date: 10/2025. 10 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Merit Tax Advisors. Non-investment-related. 814 Atlas Avenue Madison, WI 53714. Tax preparation. Tax Advisor. 11/01/2025. 120. 80 during securities trading hours. Complete tax returns for clients while also tax planning for clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-23
• S63 Uniform Securities Agent State Law Examination
  2000-08-11

Other Names

• Lloyd Wendall Mennega
• Lloyd Wendall Mennenga