Michael Menke, financial advisor Tempe AZ

Michael Menke

CRD Number: 4576325
Current Firm: U.s. Bancorp Advisors, LLC

Michael Menke (CRD# 4576325) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Tempe, AZ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services, LLC Tempe, AZ Sep 2021 - Current 2
Griffin Capital Securities, LLC Phoenix, AZ Dec 2019 - Jul 2021 1
Unemployed Gilbert, AZ May 2019 - Dec 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Jul 2011 - May 2019 7
Bank Of America, N.a. Chandler, AZ Jul 2011 - May 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Dec 2021
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael P. Menke
Phone Number: 800-634-1100
Registered State(s):
  • AZ
  • CA
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    1,473
    MILLIONS
  • Total Number of Accounts
    4,542
    ACCOUNTS
  • Average Account Value
    $324,365
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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