SM
CFP
SM
CFP

Stephen Menke

23 Years of Experience
Lawrence, KS
1 DisclosureBrokerSells Insurance

Stephen Menke is a CFP-designated registered investment advisor, based in Lawrence, KS, with 23 years of industry experience.

Location

4500 Bob Billings Pkwy, Ste 109, Lawrence, KS, 66049

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History

Regulatory History (1)
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Customer Dispute
March 2025
Pending
Other Business ActivitiesSells Insurance

Stephen is an independent insurance agent for various companies since 2005, dedicating minimal time. He also works as an advisory representative of a RIA, spends minimal time assisting his handicapped brother, and provides college funding services.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2012 - Present · 13 yrs 7 mos
Cambridge Investment Research, INC.Broker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Lincoln Financial Advisors Corporation
May 2005 - November 2012 · 7 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
May 2005 - November 2012 · 7 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
May 2005 - April 2006 · 11 mos
Raymond James Financial Services
January 2004 - May 2005 · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
September 2003 - May 2005 · 1 yr 8 mos
Usallianz Securities, INC.Broker
July 2002 - September 2003 · 1 yr 2 mos
State Registrations7 states
COFLIAKSMOOHTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.