Dana Joseph Menard

Employer firm

Twin Cities Wealth Strategies, Inc. CRD 286372

$29.5M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → 12/2016
  Royal Alliance Associate
  Maple Grove, MN
• 05/2005 → 12/2016
  Financial Dimensions Group, Inc.
  Maple Grove, MN
• 05/2010 → Present
  All American Representatives, Inc.
  Maple Grove, MN
• 01/2017 → Present
  Twin Cities Wealth Strategies, Inc.
  Maple Grove, MN

Previous Registrations

• 2010-03-25 → 2017-03-10
  Financial Dimensions Group, Inc.
  Maple Grove, MN
• 2014-01-13 → 2017-02-24
  Osaic Wealth, Inc.
  Maple Grove, MN
  Maple Grove, MN

Other Businesses

1-DANA MENARD/INDEPENDENT INSURANCE AGENT POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 4 START DATE: 02/04/2003 ADDRESS: 11272 86th Avenue N Suite B Maple Grove, MN 55369, Maple Grove MN 55369 DESCRIPTION: Evaluate client needs and offer term and fixed life insurance options to best meet those needs determined by a financial needs analysis 2-ALL AMERICAN REPRESENTATIVES, INC., NOT INVESTMENT RELATED, 9101 DECATUR AVENUE S BLOOMINGTON, MN 55438, PART-TIME MANUFACTURER'S REPRESENTATIVE, 05/01/2010, 10 HOURS MONTH, 0 DURING TRADING, HELP MY IN-LAWS WITH THEIR FAMILY BUSINESS. ASSIST WITH TRADE SHOWS AND SETTING UP DISPLAYS. 3. Stryde Savings for Businesses:

Exams

• S66 Uniform Combined State Law Examination
  2002-08-07

Designations

• Certified Financial Planner