Allen Mahnke is a registered investment advisor, based in De Pere, WI, with 15 years of industry experience.
Location
116 3rd Street, De Pere, WI, 54115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allen is an investment advisor with Merit Financial Group LLC, dedicating full-time hours to serving clients. He also works as an insurance agent providing insurance advice, dedicating a few hours per week, and co-owns real estate rental properties, dedicating minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Harbour Investments, INC.
Wisconsin Wealth Advisors, LLC
Harbour Investments, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.