Cayman Michael Menard
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCApr 2025 to now
- Somnio WealthApr 2025 to now
- Newtown Crossing ApartmentsJan 2025 to May 2025
- Student At University of KentuckySep 2024 to Dec 2024
- Hussung MechanicalJun 2024 to Aug 2024
- Student At University of KentuckySep 2023 to May 2024
- Hussung MechanicalJun 2023 to Aug 2023
- Student At University of KentuckyAug 2022 to May 2023
- McdonaldsMay 2020 to Jul 2022
- Student At South OldhamAug 2014 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8074051
- Firm CRD
- 6413