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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-12-17 |
Branch Locations
8500 Greenway Blvd Suite 101, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mennenga Tax & Financial | Madison | WI | 09/2015 | 12/2023 |
| Legacy Wealth Advisors | Madison | WI | 02/2024 | 08/2026 |
| Harbour Investments, Inc | Madison | WI | 09/2018 | Present |
| Dorn Wealth Management | Middleton | WI | 08/2026 | Present |
1) Dorn Wealth Management - DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Legacy Wealth Advisors | 5250 East Terrace Dr, Suite 114 Madison, WI 53718 | Enrolled Agent | Description: Prepare accounting and tax returns | Beginning 1/2015 | 100 hours per month, 80 during trading hours | Paid position | Not investment related 4) Black Diamond Strategies LLC | 4391 & 4395 Crescent Lane, Fitchburg, WI 53711 | Owner | Description: Manage rental properties I own | Beginning 7/2026 | 5 hours per month, 0 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-03 |
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