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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
9191 Siegen Ln Bldg 6 Ste B, Baton Rouge, LA 70810 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Billion Dollar Mentoring | Baton Rouge | LA | 01/2006 | Present |
| Voya Financial Advisors | Des Moines | IA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| La Bon Vie, I, Llc | Prairieville | LA | 08/2019 | Present |
1) NAME OF ENTITY: Menard Financial Group, LLC; Yes; 9191 SIEGEN LANE BLDG 6 STE B; BATON ROUGE; LA; 70610; S-corp; Owner; 3/1/2005; 40; 0; S-Corp for tax purposes only.| 2) NAME OF ENTITY: Oil/ Gas Lease; No; ; ; ; ; oil/ gas lease of property; landowner; 6/14/2011; 0; 0; | 3) NAME OF ENTITY: Timber Harvesting; No; ; ; ; ; timber harvesting off property; landowner; 7/26/2011; 0; 0; paid by ton of trees harvested6 month agreement paid to Ronald Menard| 4) NAME OF ENTITY: R & C Real Estate Holdings LLC; No; PO BOX 83808; BATON ROUGE; LA; 70809; Landlord; Co-owner with wife; 10/6/2005; 4; 4; Rent property| 5) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 9191 SIEGEN LANE BLDG 6 STE B; BATON ROUGE; LA; 70610; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/1/2006; 160; 160; SALE OF FIXED INSURANCE PRODUCTS| 6) NAME OF OTHER BUSINESS: MENARD WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7) NAME OF OTHER BUSINESS: LA BON VIE, I, LLC; INVESTMENT RELATED: NO; ADDRESS: 18279 MAGNOLIA OAKS DRIVE PRAIRIEVILLE, LA 70769; NATURE OF BUSINESS: LIABILITY PROTECTION; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: MANAGER/MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROPERTY MAINTENANCE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-17 |
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