MM
Marlene Men
PILLAR FINANCIAL ADVISORS
Louisville, KY 40220
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CRD#: 7821055
MM
Professional summary
Marlene Men is a registered financial advisor currently at PILLAR FINANCIAL ADVISORS, LLC located in Louisville, Kentucky.
Marlene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Marlene 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 Marlene Men'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®
NoneExperience
Current
November 4, 2023 - Present
PILLAR FINANCIAL ADVISORS, LLC
Office #1: 3046 Breckenridge Lane Suite 104, Louisville, KY 40220RIA
CRD#: 121880
Louisville, KY
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".
PILLAR FINANCIAL ADVISORS, LLC
PILLAR FINANCIAL ADVISORS, LLC
CRD#: 121880 / SEC#: 801-81053
RIA
Registered Investment Advisory firm - (3/3/2015 Approved)Indiana
Registered Investment Advisory firm - (10/13/2015 Terminated)Kentucky
Registered Investment Advisory firm - (10/12/2015 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)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
Kentucky(11/4/2023)
Current Firm
PILLAR FINANCIAL ADVISORS, LLC
PILLAR FINANCIAL ADVISORS, LLC
CRD#: 121880 / SEC#: 801-81053
RIA
Registered Investment Advisory firm - (3/3/2015 Approved)Indiana
Registered Investment Advisory firm - (10/13/2015 Terminated)Kentucky
Registered Investment Advisory firm - (10/12/2015 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3046 Breckenridge Lane Suite 104, Louisville, KY 40220
Mailing Address
Phone number
(502) 384-3890
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 733 |
| AUM (Assets Under Management) | $ 313,810,078 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/29/2025 | ||
| 01/29/2025 | ||
| 07/27/2023 | ||
| 07/27/2023 |
Red Flags
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Company Information
PILLAR FINANCIAL ADVISORS, LLC
CRD#: 121880Louisville, KY 40220TRUST BUT VERIFY
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