Mark Alan Menges

Current Employers

Employment History

• 12/1996 → Present
  Ohio National Financial Services
  Orion, MI
• 03/1997 → 07/2022
  The O.N. Equity Sales Company
  Powell, OH
• 07/2022 → Present
  Westminster Financial Securities, Inc.
  Dayton, OH
• 04/2004 → Present
  Compass Financial Group
  Dublin, OH

Other Businesses

1)COMPASS FINANCIAL GROUP; INVESTMENT RELATED; 6600 PERIMETER DRIVE SUITE 200 DUBLIN OHIO 43016; RIA; President; 04/01/2019 TO PRESENT; 80 HOURS PER MONTH ALSO DURING TRADING HOURS; HELP CLIENTS INVEST MONEY UNDER AN ASSET MANAGEMENT AGREEMENT. 2)MONA LISA PARTNERS LLC; NOT INVESTMENT RELATED; 6600 PERIMETER DRIVE SUITE 200 DUBLIN OHIO 43016; REAL ESTATE INVESTING; OWNER; 10/01/2007 TO PRESENT; 10 HOURS PER MONTH; HANDLE BOOKKEEPING FOR CONDO. 3)RTK INVESTMENTS, LLC; NOT INVESTMENT RELATED; 6600 PERIMETER DRIVE SUITE 200 DUBLIN OHIO 43016; REAL ESTATE INVESTING; OWNER; 09/01/2000 TO PRESENT; 5 HOURS PER MONTH; OWN RENTAL PROPERTIES; HOLDING COMPANY OWN RENTAL PROPERTY. 4)INSOURCE; NOT INVESTMENT RELATED; 8500 KEYSTONE CROSSING SUITE 300 INDIANAPOLIS IN 46240; BROKER; START DATE: 12/15/2011; 1 HOUR PER MONTH(0 O HOURS DURING TRADING) PLACE FIXED ANNUITY BUSINESS. 5) ASH BROKERAGE CORPORATION; NOT INVESTMENT RELATED; 7609 W JEFFERSON BLVD FT WAYNE IN 46804; GENERAL AGENCY; BROKER AGENT; START DATE: 12/15/2011; 1 HOUR PER MONTH (0 HOURS DURING TRADING HOURS) OFFER LONG TERM CARE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-09
• S63 Uniform Securities Agent State Law Examination
  1997-07-01