DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Allen Joseph Mahnke
Feed of 09/15/2026
Also filed as A.J. Joseph Mahnke
At current firm
3 y
since May 1, 2023
In the industry
17 y
since Sep 3, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Merit Financial Advisors BD affiliated currentsince May 1, 2023 · De Pere, Wi
- Harbour Investments, Inc. independent RIAJan 28, 2016 to May 1, 2023 · Depere, Wi
- Wisconsin Wealth Advisors, LLC independent RIAOct 16, 2013 to Apr 2, 2015 · Sun Prairie, Wi
- Transamerica Financial Advisors, LLC BD affiliatedAug 15, 2012 to Apr 10, 2013 · Wheaton, Il
- Equitable Advisors, LLC national BDSep 4, 2009 to Jul 8, 2011 · Shawano, Wi
Moves
a registration end followed by a registration begin elsewhere
- Harbour Investments, Inc. to Merit Financial Advisorsleft May 1, 2023, registered May 1, 2023 (0 days) · RIA to RIA
- Wisconsin Wealth Advisors, LLC to Harbour Investments, Inc.left Apr 2, 2015, registered Jan 28, 2016 (301 days) · Other
- Transamerica Financial Advisors, LLC to Wisconsin Wealth Advisors, LLCleft Apr 10, 2013, registered Oct 16, 2013 (189 days) · Other
- Equitable Advisors, LLC to Transamerica Financial Advisors, LLCleft Jul 8, 2011, registered Aug 15, 2012 (404 days) · Other
Signals
- Allen Joseph Mahnke left Harbour Investments, Inc. for Merit Financial Advisors (registered 2023-05-01)May 1, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address