Megan E Dorn

Current Employers

Employment History

• 09/2009 → 09/2020
  Mennenga Tax & Financial
  Madison, WI
• 09/2011 → 10/2016
  Woodbury Financial Services, Inc.
  Madison, WI
• 10/2016 → Present
  Harbour Investments, Inc
  Madison, WI
• 09/2020 → Present
  Dorn Wealth Management
  Middleton, WI

Previous Registrations

• 2012-11-06 → 2016-10-27
  Woodbury Financial Services, Inc.
  Madison, WI

Other Businesses

1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Dorn Wealth Management - DBA 3)Dorn Wealth Management | 8500 Greenway Blvd, Suite 101, Middleton, WI 53562 | Owner | Description: Tax preparation for clients | Beginning 5/2021 | 50 hours per month, 20 during trading hours | Paid position | Not investment related 4)Wings for Widows | 8500 Greenway Blvd, Suite 101, Middleton, WI 53562 | Owner | Description: Help widows with tax and financial changes after losing a spouse | Beginning 7/2023 | 10 hours per month, 0 during trading hours | Paid position | Investment related 5)Passport to Home | N3728 County Road J, Poynette, WI 53955 | Member | Description: Manage rental properties | Beginning 2/2025 | 10 hours per month, 0 during trading hours | Paid position | Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2012-09-19
• S63 Uniform Securities Agent State Law Examination
  2011-10-14

Designations

Other Names

• Megan E Cook