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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

LLOYD WENDELL MENNENGA

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | Madison, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:553b43aa-c655-9acc-fa98-96cf2fd5e96f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 14, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERIT FINANCIAL ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 11, 2000
First registration: Jul 14, 2006
Dual registered: yes, broker-dealer
Other names: LLOYD WENDALL MENNEGA|LLOYD WENDALL MENNENGA
IAPD individual key: 4193684

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERIT FINANCIAL ADVISORS	Bd affiliated wealth	Nov 3, 2025	n/a	yes	ALPHARETTA, GA\|Madison, WI	Current employment
HARBOUR INVESTMENTS, INC.	Independent wealth	Oct 21, 2016	Nov 3, 2025	no	Madison, WI	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 21, 2010	Oct 26, 2016	no	MADISON, WI	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Jul 14, 2006	Jun 21, 2010	no	MADISON, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HARBOUR INVESTMENTS, INC.	MERIT FINANCIAL ADVISORS	Nov 3, 2025	Nov 3, 2025	0	Firm change	RIA to RIA
WOODBURY FINANCIAL SERVICES, INC.	HARBOUR INVESTMENTS, INC.	Oct 26, 2016	Oct 21, 2016	-5	Firm change	Other
AVANTAX ADVISORY SERVICES	WOODBURY FINANCIAL SERVICES, INC.	Jun 21, 2010	Jun 21, 2010	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19258:142457:WI:2025-11-03	Nov 3, 2025	Nov 3, 2025	MADISON, WI	Firm change
421:19258:WI:2016-10-26	Oct 26, 2016	Oct 21, 2016	MADISON, WI	Firm change

Relationships

Registered with (4)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Nov 3, 2025 to presentfactForm ADV
→ HARBOUR INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 21, 2016 to Nov 3, 2025factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 21, 2010 to Oct 26, 2016factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Jul 14, 2006 to Jun 21, 2010factForm ADV

Dated events

Occurred
Nov 3, 2025
Advisor changed firm
Lloyd Wendell Mennenga left Harbour Investments, Inc. for Merit Financial Advisors (registered 2025-11-03)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:553b43aa-c655-9acc-fa98-96cf2fd5e96f
First observed: Jul 14, 2006
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LLOYD WENDELL MENNENGA

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | Madison, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:553b43aa-c655-9acc-fa98-96cf2fd5e96f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:51 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MERIT FINANCIAL ADVISORS

Bd affiliated wealth

Nov 3, 2025

n/a

yes

ALPHARETTA, GA|Madison, WI

Current employment

HARBOUR INVESTMENTS, INC.

Independent wealth

Oct 21, 2016

Nov 3, 2025

Madison, WI

Previous registration

WOODBURY FINANCIAL SERVICES, INC.

Former SEC adviser

Jun 21, 2010

Oct 26, 2016

MADISON, WI

Previous registration

AVANTAX ADVISORY SERVICES

Former SEC adviser

Jul 14, 2006

Jun 21, 2010

MADISON, WI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

HARBOUR INVESTMENTS, INC.

MERIT FINANCIAL ADVISORS

Nov 3, 2025

Firm change

RIA to RIA

WOODBURY FINANCIAL SERVICES, INC.

HARBOUR INVESTMENTS, INC.

Oct 26, 2016

Oct 21, 2016

-5

Firm change

Other

AVANTAX ADVISORY SERVICES

WOODBURY FINANCIAL SERVICES, INC.

Jun 21, 2010

Firm change

Other

Team

Left

Joined

From

Kind

19258:142457:WI:2025-11-03

Nov 3, 2025

MADISON, WI

Firm change

421:19258:WI:2016-10-26

Oct 26, 2016

Oct 21, 2016

MADISON, WI

Firm change