Dana J. Menard

TWIN CITIES WEALTH STRATEGIES

Maple Grove, MN 55369

CRD#: 4532311

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Professional summary

Dana Joseph Menard, CFP® is a registered financial advisor currently at TWIN CITIES WEALTH STRATEGIES, INC. located in Maple Grove, Minnesota.

Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Dana has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

Business Owners

Cash Flow/Budgets/Credit Issues

College/Education Planning

Corporate Executives

Entrepreneurs

Fixed Fee (Subscription

Retainer

etc.)

Question & Answer

What are your service offerings?

Debt Management

Retirement Planning

Employee and Employer Plan Ben...

Insurance Planning

Estate Planning

Education Planning

Investment Planning

Comprehensive Financial Planni...

Socially Responsible Investing

Tax Planning

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Joseph Menard'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: 2013

Experience

Current

February 18, 2017 - Present

TWIN CITIES WEALTH STRATEGIES, INC.

Office #1: 11670 Fountains Drive, Suite 200, Maple Grove, MN 55369

RIA

CRD#: 286372

Maple Grove, MN

Past

January 13, 2014 - February 24, 2017

OSAIC WEALTH, INC.

RIA

CRD#: 23131

MAPLE GROVE, MN

Past

March 25, 2010 - March 10, 2017

FINANCIAL DIMENSIONS GROUP, INC.

RIA

CRD#: 115143

MAPLE GROVE, MN

Past

June 10, 2005 - February 24, 2017

OSAIC WEALTH, INC.

CRD#: 23131

MAPLE GROVE, MN

Past

January 30, 2003 - June 29, 2005

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

January 30, 2003 - June 29, 2005

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

July 25, 2002 - September 20, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 25, 2002 - September 20, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Minnesota
(2/18/2017)

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 66

Date: 8/7/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/24/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/24/2002

General Securities Representative Examination

Current Firm

TWIN CITIES WEALTH STRATEGIES, INC.

CRD#: 286372 / SEC#:

Minnesota

Registered Investment Advisory firm - (2/15/2017 Approved)

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Contact information

Main Address

11670 Fountains Drive, Suite 200, Maple Grove, MN 55369

Mailing Address

Phone number

(763) 445-2772

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 29,467,325

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.

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Advisor Monitoring

Firm Stability Insights

Dana J. Menard

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Joseph Menard's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

FINANCIAL DIMENSIONS GROUP, INC.

OSAIC WEALTH, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2002

SIE

Date: 2/24/2017

Series 7

Date: 7/24/2002

Current Firm

TWIN CITIES WEALTH STRATEGIES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TWIN CITIES WEALTH STRATEGIES, INC.

TRUST BUT VERIFY

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