Andrea E. Mench

MENCH FINANCIAL

CINCINNATI, OH 45227-4593

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CRD#: 5904161

Professional summary

Andrea Elizabeth Mench is a registered financial advisor currently at MENCH FINANCIAL INC located in Cincinnati, Ohio.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andrea 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Elizabeth Mench's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 25, 2011 - Present

MENCH FINANCIAL INC

Office #1: 5725 Dragon Way Suite 321, Cincinnati, OH 45227-4593

RIA

CRD#: 106689

CINCINNATI, OH

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".

MENCH FINANCIAL INC

CRD#: 106689 / SEC#: 801-48232

RIA

Registered Investment Advisory firm - (1/17/1995 Approved)

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

Ohio
(8/25/2011)

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: 8/24/2011

Uniform Investment Adviser Law Examination

Current Firm

MENCH FINANCIAL INC

CRD#: 106689 / SEC#: 801-48232

RIA

Registered Investment Advisory firm - (1/17/1995 Approved)

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Contact information

Main Address

5725 Dragon Way Suite 321, Cincinnati, OH 45227-4593

Mailing Address

P.o. Box 9239, Cincinnati, OH 45209-0239

Phone number

(513) 745-5111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2B OF FORM ADV 2025 (3/21/2025)

PART 2A OF FORM ADV 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	184
AUM (Assets Under Management)	$ 121,201,484

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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Andrea E. Mench

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Elizabeth Mench's CRS (Customer Relationship Summary).

Certified licenses

Experience

MENCH FINANCIAL INC

Primary Firm SEC Registration

MENCH FINANCIAL INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2011

Current Firm

MENCH FINANCIAL INC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MENCH FINANCIAL INC

TRUST BUT VERIFY

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