David Wayne Menard
Investment adviser representative at The Menard Financial Group, LLC
35 yearsExperience
2 statesRegistered in
$335.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- The Menard Financial Group, LLCDec 2018 to now
- Eagle Strategies, LLCDec 2008 to Dec 2018
- Nylife Securities Inc.Sep 1992 to Dec 2018
- New York Life Ins CoDec 1991 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
The Menard Financial Group, LLC
$335.3MAssets managed
128Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2279466
- Firm CRD
- 299404