Anthony John Hellenbrand

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2010-12-17
• S63 Uniform Securities Agent State Law Examination
  2010-12-06

Designations

• Certified Financial Planner

Other Names

• Tony Hellenbrand