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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-05-01
  • WI RA
    APPROVED
    Since 2023-05-01

Branch Locations

116 3Rd Street, De Pere, WI 54115 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rental Property Clintonville WI 07/2011 07/2024
Clintonville Curling Club Clintonville WI 03/2011 05/2023
Wealth Plan Depere WI 04/2013 05/2023
Harbour Investments, Inc Madison WI 04/2013 05/2023
Mahnke Investments Llc Clintonville WI 06/2016 Present
Merit Financial Advisors Alpharetta GA 05/2023 Present
Lpl Financial Llc Depere WI 05/2023 08/2024
Purshe Kaplan Sterling Investments Albany NY 08/2024 Present
  • 07/2011 → 07/2024
    Rental Property
    Clintonville, WI
  • 03/2011 → 05/2023
    Clintonville Curling Club
    Clintonville, WI
  • 04/2013 → 05/2023
    Wealth Plan
    Depere, WI
  • 04/2013 → 05/2023
    Madison, WI
  • 06/2016 → Present
    Mahnke Investments Llc
    Clintonville, WI
  • 05/2023 → Present
    Alpharetta, GA
  • 05/2023 → 08/2024
    Lpl Financial Llc
    Depere, WI
  • 08/2024 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

1) Merit Financial Advisors. Investment Related. At registered location. RIA. Investment Advisor. 08/2024. Hrs/month 160 all during trading hours - Service clients. 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 08/2024. Hrs/month 10 all during trading hours. Provide insurance advise based on the needs of client(s). 3) Mahnke Investments, LLC. Investment related. At registered location. Real Estate Rental. Owner. Hrs/month 1 all during trading hours. Co-Owner real estate rental. 4) Personal Rental Cabin; Investment related; N7290 Nelezen Ct Crivitz, WI 54114; Rental Property; Owner; 02/2025; 1 hour per month, 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-03
  • S66 Uniform Combined State Law Examination
    2009-09-03
Other Names
  • A.J. Joseph Mahnke
  • Aj Mahnke

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