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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| WI | RA | APPROVED | 2025-11-03 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-10 |
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