Dana J. Menard,  CFP<sup>&reg;</sup> - Financial Advisor

Dana J. Menard, CFP®

Independent Financial Advisor

Twin Cities Wealth Strategies

11670 Fountains Drive, Suite 200
Maple Grove, MN 55369
FINANCIAL ADVISOR'S WEBSITE
(763) 445-2772 CONNECT WITH Dana
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General

Dana Menard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Twin Cities Wealth Strategies in Maple Grove, MN and the surrounding communities.

Financial Advisor Overview

Twin Cities Wealth Strategies, Inc. is an independent, NAPFA-registered, fee-only Registered Investment Advisor (RIA) providing financial planning services to clients in the Minneapolis – St. Paul metro area and all across the country. We provide simple solutions to your problems and do not concentrate on product sales. We specialize in providing objective and competent financial planning services to help our clients manage and protect all that they have worked so hard to build over the constantly changing and complicated lives, allowing them to live the life they want on their own terms. How is Twin Cities Wealth Strategies Different? - We offer virtual services so you can connect with us from anywhere, regardless of physical location - We use the latest technology to assist you in keeping track of your financial situation - We provide a transparent and easy-to-understand fee structure that makes more sense for most people’s budget. - - We offer a flat, affordable monthly fee structure and do not charge commissions - We are a sworn fiduciary firm and uphold a fiduciary oath to always work in our clients’ best interests - We are a comprehensive financial planning firm, meaning we do much more than just investment management

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Financial Advisor Experience

I have been an independent financial advisor for over 10 years and have been in the industry since 2002. I founded Twin Cities Wealth Strategies, Inc. to better assist

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Minnesota

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Real Estate, Job Loss, Minority Financing, Insurance, Life Planning, Retirement, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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