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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-10-21 |
Branch Locations
5250 East Terrace Dr Suite 114, Madison, WI 53718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mennenga Tax & Financial | Madison | WI | 03/2013 | 12/2023 |
| Woodbury Financial Services, Inc. | Madison | WI | 06/2013 | 09/2016 |
| Harbour Investments, Inc | Madison | WI | 09/2016 | Present |
| Legacy Wealth Advisors | Madison | WI | 02/2024 | Present |
1)Legacy Wealth Advisors - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Legacy Wealth Advisors | 5250 East Terrace Dr, Suite 114, Madison, WI 53718 | Enrolled Agent (EA) | Description: Prepare accounting and tax returns | Beginning 1/2015 | 100 hours per month, 80 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-21 |
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