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Dana J. Menard, CFP®

Helping busy professionals, families, and businesses organize, prioritize, and meet their goals!

Twin Cities Wealth Strategies, Inc.

Maple Grove

MN

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Twin Cities Wealth Strategies, Inc. 1 year, 10 months Jan 2017 - Present
All American Representatives, Inc. 8 years, 6 months May 2010 - Present
Royal Alliance Associate 11 years, 6 months Jun 2005 - Dec 2016
Financial Dimensions Group, Inc. 11 years, 7 months May 2005 - Dec 2016

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Dana Menard

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 24, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 25, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Twin Cities Wealth Strategies, Inc.

Last updated on March 1, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements