Ross Vincent Menke

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 06/2016 → 10/2016
  Unemployed
  Nashville, TN
• 11/2016 → 06/2019
  Lyndale Financial
  Nashville, TN
• 06/2019 → Present
  Mariner Wealth Advisors
  Sioux Falls, SD

Previous Registrations

• 2016-11-23 → 2019-06-17
  Lyndale Financial
  Nashville, TN
• 2014-04-25 → 2016-06-22
  Willkate Wealth Management, Llc
  Aberdeen, SD
  Aberdeen, SD
• 2010-11-23 → 2014-04-17
  Equitable Advisors, Llc
  Sioux Falls, SD

Other Businesses

REN Holdings, LLC, Investment related: Yes, Sioux Falls, SD, real estate holding company, owner, 4/24/24, 1 hour pre month, 0 hours during trading hours, owner/personal real estate investment. Non-variable Insurance - Providing different insurance services to clients.

Exams

• S66 Uniform Combined State Law Examination
  2010-11-22

Designations

• Certified Financial Planner