Allen
Mahnke
Merit Financial Advisors
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About this Advisor
Allen Mahnke is a financial advisor based in De Pere, Wisconsin, working with Merit Financial Advisors. Allen has previously held positions at Rental Property, Clintonville Curling Club, Wealth Plan, Harbour Investments, Inc, Wisconsin Wealth Advisors, Mahnke Investments LLC, Merit Financial Group LLC, and Lpl Financial LLC. Allen has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Allen is part of Merit Financial Advisors, which operates out of De Pere, Wisconsin. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Allen Mahnke Work History
Merit Financial Group LLC
Lpl Financial LLC
Mahnke Investments LLC
Rental Property
Wealth Plan
Harbour Investments, Inc
Wisconsin Wealth Advisors
Clintonville Curling Club
Disclosures
Please visit the SEC profile of Allen Mahnke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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