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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-29
WI RA APPROVED 2025-11-03
  • TX RA
    APPROVED_RES
    Since 2026-01-29
  • WI RA
    APPROVED
    Since 2025-11-03

Branch Locations

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

814 Atlas Ave, Madison, WI 53714 • 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
Madsen & Mennenga Income Tax Service Madison WI 11/1988 10/2025
Woodbury Financial Services, Inc Madison WI 06/2010 10/2025
Harbour Investments, Inc Madison WI 09/2016 10/2025
Mennenga Tax & Financial Service Madison WI 09/2016 10/2025
Merit Financial Advisors Alpharetta GA 10/2025 Present
Merit Tax Advisors Madison WI 01/2026 Present
  • 11/1988 → 10/2025
    Madsen & Mennenga Income Tax Service
    Madison, WI
  • 06/2010 → 10/2025
    Woodbury Financial Services, Inc
    Madison, WI
  • 09/2016 → 10/2025
    Madison, WI
  • 09/2016 → 10/2025
    Mennenga Tax & Financial Service
    Madison, WI
  • 10/2025 → Present
    Alpharetta, GA
  • 01/2026 → Present
    Merit Tax Advisors
    Madison, WI
Previous Registrations
  • 2016-10-21 → 2025-11-03
    Madison, WI
    Madison, WI
    Madison, WI
  • 2010-06-21 → 2016-10-27
    Woodbury Financial Services, Inc.
    Madison, WI
    Naples, FL
    Madison, WI
  • 1996-01-25 → 2010-06-21
    Avantax Advisory Services
    Madison, WI
Other Businesses

1) Merit Financial Advisors. Investment related. At registered location. RIA. Investment Adviser. 11/3/2025. 160. 160 during securities trading hours. Provide advice to clients. 2) Merit Financial Advisors. Non-investment related. At registered location. Fixed insurance. Insurance agent. 11/3/2025. 1. 1 hour during securities trading. Provide insurance advice based on the needs of client(s). 3) Madison College Foundation. Non-Investment Related. 3591 Anderson Street, Suite 203A. Charitable/ Non-Profit Organization. Board member. 07/15/2014. 3. 3 during securities trading hours. Member of the board and we meet quarterly, also on the Governance committee and the Finance and Investments committee. 4) Merit Tax Advisors non investment related. 814 Atlas AVe Madison WI. Tax Prep. Tax Advisor. Start 10/2025. Manage tax Staff and work with clients on tax planning 40 hours/ 40 hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-03-10
  • S63 Uniform Securities Agent State Law Examination
    1987-03-10
Other Names
  • Marshall Deon Mennenga

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