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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-05-01 |
Branch Locations
116 3Rd Street, De Pere, WI 54115 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-03 |
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