Marisa Menzel is a registered investment advisor, based in Madison, WI, with 14 years of industry experience.
Location
2923 Marketplace Dr., Suite 210, Madison, WI, 53719
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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
Marisa is an insurance agent since 2013, dedicating about a quarter of her time to soliciting and servicing non-registered insurance. She also provides administration, IT, and sales support for Wealth Building Cornerstones LLC, taking about half of her time.
Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Previous Registrations
Wisconsin Financial Advisors, LLC
State Registrations10 states
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