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Steven Dean Mennecke

Casey Securities LLC

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About Steven Dean Mennecke

Steven Dean Mennecke is a financial advisor with Casey Securities LLC in GREENBRAE, CA. Steven has been in the securities industry for 9 years and has a Series 7, Series 57 and SIE. Prior to joining Casey Securities LLC, Steven worked at RFA Securities LLC, X-Change Financial Access, LLC, Trinity Executions, LLC, Avatar Securities, LLC and Timber Hill LLC.

Firm Information

Steven Mennecke is currently registered with Casey Securities LLC. Casey Securities LLC is a Limited Liability Company formed in 2019. It is registered in California and has been approved for SEC registration. The firm is currently approved to operate in 1 state and has 1 approved SEC registration. The firm has reported 15 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

27

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.

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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Steven Mennecke’s Registration & Firm History

CA

07/12/2024 - Present

Casey Securities LLC (GREENBRAE CA)

PA

12/20/2022 - 07/29/2024

RFA SECURITIES LLC (PHILADELPHIA PA)

IL

04/01/2020 - 11/07/2022

X-CHANGE FINANCIAL ACCESS, LLC (CHICAGO IL)

IL

03/25/2019 - 04/01/2020

TRINITY EXECUTIONS, LLC (CHICAGO IL)

NY

06/13/2016 - 07/18/2016

AVATAR SECURITIES, LLC (NEW YORK NY)

CT

03/18/2011 - 06/09/2015

TIMBER HILL LLC (GREENWICH CT)

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Licenses & Designations

BC

Issued 03/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/23/2019

Series 57TO - Securities Trader Exam

BC

Issued 07/18/2016

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

Disclosures

There are no public disclosures for Steven Dean Mennecke.
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