Unclaimed
Tony Mennenga is a registered representative with Harbour Investments, Inc. located in Madison, WI. Tony has been in the financial services industry since May 2007 and has experience with securities, insurance and financial planning. He has a background in both securities and investment advisory services. Tony holds licenses for Series 7 and 66, along with the SIE exam, and has passed the Uniform Combined State Law Examination. Tony's focus is on individual clients and providing financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
10/21/2016 - Present
Harbour Investments, Inc. (Madison WI)
WI
06/21/2010 - 10/26/2016
WOODBURY FINANCIAL SERVICES, INC. (MADISON WI)
WI
05/24/2007 - 06/21/2010
H.D. VEST INVESTMENT SERVICES (MADISON WI)
BOTH
Issued 06/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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