Royce P Kurtz

Current Employers

Employment History

• 10/2015 → Present
  Mennenga Tax & Financial
  Madison, WI
• 11/2015 → 10/2025
  Woodbury Financial Services Inc
  Madison, WI
• 09/2016 → 10/2025
  Harbour Investments, Inc
  Madison, WI
• 10/2025 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 11/2025 → Present
  Purshe Kaplan Sterling
  Albany, NY

Previous Registrations

• 2016-10-21 → 2025-11-03
  Harbour Investments, Inc.
  Madison, WI
• 2015-11-13 → 2016-10-27
  Woodbury Financial Services, Inc.
  Madison, WI
• 2014-08-18 → 2015-09-29
  Edward Jones
  St Louis, MO
  Evansville, WI
  Janesville, WI

Other Businesses

1. Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 11/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Mennenga Tax & Financial; Investment-related; 814 Atlas Ave, Madison, WI, 53714; Insurance; Insurance Agent; 10/14/2025; 20 hours monthly; 20 hours during securties trading hours; Insurance agent 3. Mennenga Tax & Financial; Not investment-related; 814 Atlas Ave, Madison, WI, 53714; Prepare Tax Returns; Tax Advisor; 10/14/2025; 50 hours monthly; 20 hours during securities trading hours; Tax Preparation 4. Merit Tax Advisors. Non-investment-related. 814 Atlas Avenue Madison, WI 53714. Tax preparation. Tax Advisor. 01/01/2026. 60. 60 during securities trading hours. Complete tax returns for clients while also tax planning for clients

Exams

• S66 Uniform Combined State Law Examination
  2014-06-20

Other Names

• Royce Kurtz