Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Menard is a financial advisor registered with Osaic Wealth, Inc. David has been in the industry since 2001 and has held licenses in several states. David's current registrations include Colorado, New Mexico, Texas, and Wyoming. David's areas of expertise include financial planning, portfolio management, and pension consulting. David is committed to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
04/23/2020 - Present
Osaic Wealth, Inc. (FORT COLLINS CO)
CO
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (FORT COLLINS CO)
CO
07/13/2001 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (FORT COLLINS CO)
BOTH
Issued 06/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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