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Michael Menke
20 Years of Experience
Tempe, AZ
2 DisclosuresBroker
Michael Menke is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Tempe, AZ, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1101 W Washington St, Tempe, AZ, 85281
Get directionsHistory
Regulatory History (2)
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Financial
December 2025Pending
Criminal
November 2010Final Disposition
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
October 2021 - Present · 4 yrs 7 mos
U.S. Bancorp Advisors, LLC
September 2021 - Present · 4 yrs 8 mos
U.S. Bancorp Advisors, LLCBroker
September 2021 - Present · 4 yrs 8 mos
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.