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Anthony John Hellenbrand

Merit Financial Advisors

Sheboygan Falls, WI

Alpharetta, GA

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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-05
WI RA APPROVED 2025-04-25
  • AZ RA
    APPROVED
    Since 2025-05-05
  • WI RA
    APPROVED
    Since 2025-04-25

Branch Locations

1160 Fond Du Lac Ave, Sheboygan Falls, WI 53085 • 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
Fox River Capital Appleton WI 01/2016 06/2019
Safeguard Wealth Management Green Bay WI 01/2020 04/2025
Safeguard Income Strategies Green Bay WI 06/2019 04/2025
Merit Financial Advisors Alpharetta GA 04/2025 Present
  • 01/2016 → 06/2019
    Fox River Capital
    Appleton, WI
  • 01/2020 → 04/2025
    Safeguard Wealth Management
    Green Bay, WI
  • 06/2019 → 04/2025
    Safeguard Income Strategies
    Green Bay, WI
  • 04/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
  • 2020-01-08 → 2025-04-25
    Safeguard Wealth Management
    Minocqua, WI
    Peoria, AZ
  • 2016-01-11 → 2019-06-24
    Fox River Capital
    Appleton, WI
  • 2014-08-11 → 2016-01-08
    Concourse Financial Group Securities, Inc.
    Green Bay, WI
    Middletown, CT
    Green Bay, WI
  • 2012-01-06 → 2014-08-07
    Transamerica Financial Advisors, Llc
    Madison, WI
    Kaukauna, WI
  • 2011-01-18 → 2012-01-06
    Investment Advisors International, Inc.
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-17
S63 Uniform Securities Agent State Law Examination 2010-12-06
  • S65 Uniform Investment Adviser Law Examination
    2010-12-17
  • S63 Uniform Securities Agent State Law Examination
    2010-12-06
Designations
Other Names
  • Tony Hellenbrand

View on SEC IAPD

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Other Offices

MERIT FINANCIAL ADVISORS · Sheboygan Falls, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Sheboygan Falls, WI
EDWARD JONES · SHEBOYGAN FALLS, WI
CETERA INVESTMENT ADVISERS LLC · SHEBOYGAN FALLS, WI
LPL FINANCIAL LLC · SHEBOYGAN, WI
LPL FINANCIAL LLC · SHEBOYGAN, WI
CETERA INVESTMENT ADVISERS LLC · SHEBOYGAN, WI
ASSOCIATED INVESTMENT SERVICES, INC. · SHEBOYGAN, WI

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