David Wayne Menard

Employer firm

The Menard Financial Group, LLC CRD 299404

$335M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/1991 → 12/2018
  New York Life Ins Co
  Houston, TX
• 09/1992 → 12/2018
  Nylife Securities Inc.
  Houston, TX
• 12/2008 → 12/2018
  Eagle Strategies, Llc
  Houston, TX
• 12/2018 → Present
  The Menard Financial Group, Llc
  Houston, TX

Previous Registrations

• 2001-05-31 → 2018-12-05
  Eagle Strategies Llc
  Houston, TX
  Houston, TX

Other Businesses

1. [OLE HORNS, LLC; INTENDED TO BE USED FOR FAMILY PLANNING PURPOSES, ESTATE PLANNING, ASSET PROTECTION AND FAMILY DISTRIBUTION MOST PARTICULARLY IN THE EVENT OF DAVID MENARD'S DEATH; START DATE: 06/2010; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED] 2. [TETON MIDSTREAM INFRASTRUCTURE FUND III, LP; NON MANAGING INVESTMENT IN MIDSTREAM INFRASTRUCTURE PROJECTS - PIPLELINES, ETC. SUBSCRIPTION WILL BE IN ROLE OF A LIMITED PARTNER.; 2001 KIRBY DRIVE, SUITE 1350, HOUSTON, TX 77019; START DATE 03/2014; ROLE/TITLE: INVESTOR; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] 3. [CAZ Co-Investment Opportunities Fund, L.P.; Private equity purchases; One Riverway, Ste 2000 Houston, TX 77056; Start Date 03/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] 4. THE LIFE INSURANCE ADVISORY GROUP, LLC; YES, INVESTMENT RELATED; 2603 AUGUSTA DR., SUITE 1200, HOUSTON, TEXAS 77057; INSURANCE AGENCY; LICENSED INSURANCE AGENT/CONTRACTOR; 03/2021; APPROX 4 HOURS PER MONTH; OFFER INSURANCE PRODUCTS AS A LICENSED INSURANCE AGENT IN THE STATE OF TEXAS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-04
• S63 Uniform Securities Agent State Law Examination
  1992-09-23