Marshall Mennenga is a registered investment advisor, based in Alpharetta, GA, with 37 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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
Marshall is the owner of Mennenga Tax & Financial Services and an independent insurance agent. He also has several real estate ventures, is involved with various foundations, and sells fixed annuities, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Harbour Investments, INC.Broker
Harbour Investments, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
H.D. Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
H.D. Vest Investment Securities, INC.Broker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations24 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.