Cynthia C. Menker

CONTOUR FINANCIAL

ORLAND PARK, IL 60462

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CRD#: 4363929

Professional summary

Cynthia Catherine Menker, CFP®, who also goes by Cynthia Catherine Hennessey, is a registered financial advisor currently at CONTOUR FINANCIAL located in Orland Park, Illinois.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Cynthia has worked at 1 firm and has passed the Series 65 exam.

Biography

Cindy Menker began her career as an auditor in a public accounting firm. Her position as Controller and Chief Investment Officer at Contour Products gave Cindy not only the opportunity to manage portfolios, but also provided her with financial planning experience. She is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). She writes a column on financial planning for the Palos Regional Newspaper. She has also been interviewed for such widely read publications as Money Magazine, Elite Magazine, the Chicago Tribune Newspaper, and the Practical Accountant.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Tax Planning

Estate Planning

Insurance Planning

Education Planning

Do you have an area of expertise or specialization?

Investment Advice with Ongoing...

Middle Income Client Needs

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Cynthia Catherine Hennessey

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) - RIA

Click below to view Cynthia Catherine Menker's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

May 11, 2001 - Present

CONTOUR FINANCIAL

Office #1: 9031 W. 151st Street Suite 107, Orland Park, IL 60462

RIA

CRD#: 111100

ORLAND PARK, IL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(5/11/2001)

IAR

Texas
(1/27/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/19/2001

Uniform Investment Adviser Law Examination

Current Firm

CONTOUR FINANCIAL

CONTOUR FINANCIAL | CONTOUR FINANCIAL, INC.

CRD#: 111100 / SEC#:

Illinois

Registered Investment Advisory firm - (5/11/2001 Approved)

Texas

Registered Investment Advisory firm - (1/26/2017 Conditional Restricted)

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Contact information

Main Address

9031 West 151st Street, Suite 107, Orland Park, IL 60462

Mailing Address

Phone number

(708) 460-3800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	226
AUM (Assets Under Management)	$ 66,714,374

Red Flags

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

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Cynthia C. Menker

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Catherine Menker's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONTOUR FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2001

Current Firm

CONTOUR FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONTOUR FINANCIAL

TRUST BUT VERIFY

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