EM
Egon C. Menker
CONTOUR FINANCIAL
ORLAND PARK, IL 60462
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CRD#: 4363934
EM
Professional summary
Egon Carl Menker, CFP® is a registered financial advisor currently at CONTOUR FINANCIAL located in Orland Park, Illinois.
Egon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Egon has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Egon Carl 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®
Start date: 2003
Experience
Current
May 11, 2001 - Present
CONTOUR FINANCIAL
Office #1: 9031 W. 151st Street Suite 107, Orland Park, IL 60462RIA
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)
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)Upgrade to AdvisorCheck Premium
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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
3
Regulatory assets under management
| Total Number of Accounts | 226 |
| AUM (Assets Under Management) | $ 66,714,374 |
Red Flags
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