David Vincent Menegus

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2009 → 09/2019
  Summit Brokerage Services Inc
  Bend, OR
• 09/2019 → 11/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2009 → 05/2021
  Summit Financial Group Inc
  Bend, OR
• 06/2023 → 11/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2025 → Present
  Bahati Incorporated Dba Bluepinefinancial
  Sisters, OR
• 05/2021 → 06/2023
  Cetera Advisor Networks Llc
  El Segundo, CA

Previous Registrations

• 2023-06-29 → 2025-11-04
  Cetera Investment Advisers Llc
  Bend, OR
• 2021-05-20 → 2023-06-29
  Cetera Wealth Services, Llc
  Bend, OR
• 2009-11-02 → 2021-05-20
  Summit Financial Group Inc
  Bend, OR

Other Businesses

1) DVM INVESTMENT SERVICES LLC; YES INVESTMENT RELATED; 1126 NW KNOXVILLE CT, BEND, OR 97703; INSURANCE/ANNUITY SALES; OWNER; 1/2019; 160HRS/M130HRS/MO DURING SECURITIES TRADING HOURS; PROVIDE FINANCIAL SERVICES OF MY CLIENTS. 2) DVM INVESTMENT RENTALS, LLC; NOT INVESTMENT RELATED;1126 NW KNOXVILLE CT, BEND, OR 97703; RENTAL PROPERTY OWNERSHIP AND RENTAL INCOME; OWNER; 1/2024; 5HRS/MO; 0HRS/MO DURING SECURITIES TRADIHOURS; COMMUNICATE AND DEAL WITH FINANCIAL MATTERS WITH AUSTIN PROPERTY MANAGEMENT, THE PROPERTY MANAGER.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-17
• S63 Uniform Securities Agent State Law Examination
  1992-12-01

Other Names

• Dave Menegus
• David Vincent Cortazzo