Investment adviser representative · Twin Cities Wealth Strategies, Inc.
Dana J. Menard
CRD 4532311 · Maple Grove, MN
At a glance
Dana J. Menard is an investment adviser representative with Twin Cities Wealth Strategies, Inc. in Maple Grove, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dana’s SEC record dates to 2010, about 16 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Twin Cities Wealth Strategies, Inc.Since February 2017Maple Grove, MN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dana’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.