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Michael Menke

U.S. Bancorp Advisors, LLC
21 Years of Experience
Tempe, AZ
2 DisclosuresBroker
View SEC Summary
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Michael Menke is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Tempe, AZ, with 21 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
View Full SEC Brochure

Location

1101 W Washington St, Tempe, AZ, 85281

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2025
Final
Criminal
November 2010
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
October 2021 - Present · 5 yrs
U.S. Bancorp Advisors, LLC
September 2021 - Present · 5 yrs 1 mo
U.S. Bancorp Advisors, LLCBroker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Griffin Capital Securities, LLCBroker
December 2019 - July 2021 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - May 2019 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - May 2019 · 7 yrs 8 mos
Charles Schwab & CO., INC.
September 2007 - March 2010 · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
March 2004 - March 2010 · 6 yrs
Intersecurities, INC.Broker
November 2002 - November 2003 · 1 yr
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
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.
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