David Allen Menard

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Fort Collins, CO
• 11/2018 → Present
  Osaic Wealth, Inc.
  Fort Collins, CO

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Cedar Rapids, IA
  Fort Collins, CO
  Rochester, MN
• 2007-06-27 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Cedar Rapids, IA
  Fort Collins, CO
  Cedar Rapids, IA

Other Businesses

1. FORTUNAIRE CLUB CHARITABLE FOUNDATION POSITION: Board Member NATURE: Charitable Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2009 ADDRESS: 4840 N River Blvd Ne, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Approval of Charitable donations. 2. M & S ENTERPRISES, LLC DBA CORE FINANCIAL POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2008 ADDRESS: 2120 Milestone Dr, #101, Fort Collins CO 80525, United States DESCRIPTION: Owner of LLC 3. COREFIN HOLDINGS, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2015 ADDRESS: 3657 Watts ST, Timnath CO 80547, United States DESCRIPTION: WAS ESTABLISHED TO HOLD THE OFFICE SPACE PURCHASED BY DAVID A MENARD AND ALEXIA O SMALLER ON THE ADVICE OF BOTH OUR ATTORNEY AND CPA........ 4. CORE FINANCIAL (SECURITIES) POSITION: Registered representative and IAR NATURE: dba name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/20/2003 ADDRESS: 2120 Milestone Dr #101, Fort Collins CO 80525, United States DESCRIPTION: Sales/advise of approved securities products; fixed indexed and variable annuities; 5. CORE FINANCIAL (FIXED) POSITION: Registered representative and IAR NATURE: dba name INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/20/2003 ADDRESS: 2120 Milestone Dr #101, Fort Collins CO 80525, United States DESCRIPTION: Insurance (fixed annuities or non-variable insurance including, but not limited to, life, accident, health, auto, disability income, property and casualty and long-term care) 6. DAVE MENARD INVESTMENTS, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2017 ADDRESS: 3657 Watts St, Timnath CO 80547, United States DESCRIPTION: Oversee tax lien certificate holdings in my personal self-directed Roth IRA 7. 1116 JUNIPER COURT, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2016 ADDRESS: 3657 Watts St, Timnath CO 80547, United States DESCRIPTION: Co-member with my wife, Alexia Smaller, as a rental property. 8. 3825 MOUNT OXFORD ST, LLC POSITION: Member NATURE: WAS ESTABLISHED TO HOLD PERSONAL RENTAL PROPERTY PURCHASED BY DAVID A MENARD AND ALEXIA O SMALLER ON THE ADVICE OF BOTH OUR ATTORNEY AND CPA........ INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2017 ADDRESS: 2120 Milestone Dr, #101, Fort Collins CO 80525, United States DESCRIPTION: Stay in contact with the property management company 9. PERSONAL REPRESENTATIVE FOR BROTHER'S ESTATE POSITION: Personal Representative NATURE: Personal Representative for Brother's Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/23/2025 ADDRESS: PO Box 271520, Fort Collins CO 80527, United States DESCRIPTION: Personal Representative for Brother's Estate

Exams

• S66 Uniform Combined State Law Examination
  2007-06-23
• S63 Uniform Securities Agent State Law Examination
  2001-08-02