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John Michael Menser

Novare Capital Management

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About John Michael Menser

John Michael Menser is a financial advisor registered with Novare Capital Management. John has been working in the financial services industry since 2006 and holds a Series 63, 66, 7 and SIE license. John is also a Certified Financial Planner. John has experience working for Westminster Financial Securities, Evergreen Investment Services, Inc., E*TRADE Securities LLC, and Concorde Financial Resources. John is currently registered with Novare Capital Management and has a specialty in portfolio management for individuals and businesses.

Firm Information

John Menser is currently registered with Novare Capital Management. Novare Capital Management is a Charlotte, NC-based investment firm offering financial planning, portfolio management for individuals and businesses, and other advisory services. The firm manages over $1.5 billion in assets for high-net-worth individuals, charitable organizations, corporations, individuals other than high-net-worth, and pension and profit-sharing plans.
Novare Capital Management

521 E. MOREHEAD

CHARLOTTE, NC 28202

$1.51B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Menser’s Registration & Firm History

NC

09/16/2019 - Present

Novare Capital Management (CHARLOTTE NC)

NC

03/08/2017 - 09/09/2019

WESTMINSTER FINANCIAL SECURITIES, INC. (WILKESBORO NC)

NC

08/31/2009 - 01/08/2010

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

03/08/2006 - 07/11/2008

E*TRADE SECURITIES LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 04/26/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2006

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Menser.
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