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Barry T. Menne

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CRD#: 2316455
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Barry Thomas Menne was a registered financial professional .

Barry is a previously registered financial professional and started their career in finance in 1993. Barry had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 9, 2013 - April 28, 2023

PALOUSE CAPITAL MANAGEMENT, INC.

RIA
CRD#: 104573
SPOKANE, WA
Past

January 11, 2012 - July 12, 2013

ICM ASSET MANAGEMENT INC

RIA
CRD#: 105046
SPOKANE, WA
Past

March 31, 2000 - December 31, 2011

ICM ASSET MANAGEMENT INC

RIA
CRD#: 105046
SPOKANE, WA
Past

April 3, 1993 - May 4, 1994

PIPER SANDLER & CO.

BD
CRD#: 665

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PALOUSE CAPITAL MANAGEMENT, INC.
KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA
Registered Investment Advisory firm - (6/30/1994 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/29/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


PC
PALOUSE CAPITAL MANAGEMENT, INC.
KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA
Registered Investment Advisory firm - (6/30/1994 Approved)
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Contact information


Main Address
1212 N Washington Street Suite 300, Spokane, WA 99201
Mailing Address
Phone number
(509) 624-5591
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (15 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PCM ADV 2A-KREHBIEL (3/31/2025)

Regulatory assets under management


Total Number of Accounts892
AUM (Assets Under Management)$ 326,533,888

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PALOUSE CAPITAL MANAGEMENT, INC.

CRD#: 104573

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