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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Alan Menke is a financial advisor registered with Cambridge Investment Research Advisors, Inc.. Stephen has been in the financial services industry since 2002. Stephen works with individuals and families to help them achieve their financial goals. Stephen also provides financial planning services, including retirement planning, college savings planning, and estate planning. Stephen has a Certified Financial Planner (CFP) designation and has been working with Cambridge Investment Research Advisors, Inc. since 2012. Stephen is licensed to sell securities in several states, including Kansas, Texas, Iowa, Colorado, Florida, Missouri, Ohio, Oklahoma, Tennessee, and Utah.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
10/26/2012 - Present
Cambridge Investment Research Advisors, Inc. (LAWRENCE KS)
KS
05/17/2005 - 11/08/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (OVERLAND PARK KS)
IN
05/17/2005 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
09/25/2003 - 05/02/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
07/08/2002 - 09/25/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 12/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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