Dana MenardCRD Number: 4532311
Current Firm: Royal Alliance Associates, Inc.
Dana Menard (CRD# 4532311) is an Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) based in the Twin Cities metro area. He has over 13 years of experience in helping busy professionals, families, and small businesses across the country organize, prioritize, and meet their financial goals so that they can concentrate on the important things in life.
He believes that investing is a long-term proposition and believes that everyone needs to plan for tomorrow. At every income level, there are steps one can take to make more efficient use of their assets to work toward financial independence. That's why he doesn't believe in or enforce account minimums.
Dana is active in the financial community and is both a member of The Financial Planning Association of Minnesota (FPA) and The Financial Services Institute (FSI). He also volunteers a lot of time to local schools and businesses by teaching financial literacy classes through a couple of non-profit organizations, The Society of Financial Awareness (SOFA) and BestPrep.
Relationships are built on trust. Dana’s clients trust him to make decisions that are in their best interests. They trust him to assess their needs, listen to their concerns, and offer objective recommendations designed to address their unique situation. He does not take this confidence lightly, and he works hard every day to remain worthy of his clients’ trust.
Dana welcomes the opportunity to answer any questions you may have about his practice (www.danamenardcfp.com) and how he may be able to help you realize your financial goals either virtually or in office meetings available at: http://meetme.so/DanaMenardCFP
Visit www.danamenardedu.com for a FREE Video Series that will help you organize your financial life today!
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|All American Representatives, Inc.||Maple Grove, MN||May 2010 - Current||6|
|Royal Alliance Associate||Maple Grove, MN||Jun 2005 - Current||11|
|Financial Dimensions Group, Inc.||Maple Grove, MN||May 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Feb 2002|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Securities and Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Advisory Services offered through Financial Dimensions Group, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
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