Marshall
Mennenga
Harbour Investments, Inc
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About this Advisor
Marshall Mennenga is a financial advisor operating out of Madison, Wisconsin with 7 years of relevant experience. Mennenga is an advisor for Harbour Investments, Inc. The advisor has gained experience at Woodbury Financial Services, Inc, Harbour Investments, Inc, Mennenga Tax & Financial Service and Madsen & Mennenga Income Tax Service. Mennenga maintains a Series 63 license, certifying them as a securities broker, and is able to serve investors in Wisconsin. Harbour Investments, Inc is a financial advisory firm that has its headquarters in Madison, WI. It has offices in 160 locations and a total of 219 financial advisors. It has $5 billion in assets across its 28,573 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 59 charities and foundations. Of its 28,573 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees billed by Harbour Investments, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$4,468,811,819
219
28,573
$156,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Marshall Mennenga Work History
Marshall has been registered as a financial advisor for 7 years.*
Harbour Investments, Inc
Mennenga Tax & Financial Service
Woodbury Financial Services, Inc
Madsen & Mennenga Income Tax Service
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marshall Mennenga 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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