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David Wayne Menard

Investment Adviser Representative at THE MENARD FINANCIAL GROUP, LLC

Houston, TXCRD #2279466Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Wayne Menard has worked in the securities industry since 1992. They are registered to provide investment advisory services in Louisiana and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
LouisianaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/4/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 9/23/1992
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/23/1992

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

THE Menard Financial Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE MENARD FINANCIAL GROUP, LLCCurrent
12/3/2018 – Houston, TX
EAGLE STRATEGIES LLC
5/31/2001 – 12/5/2018Houston, TX

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at THE MENARD FINANCIAL GROUP, LLC

1 other advisor in the directory

Stephen Chadwick Scott
Investment Adviser Representative
Investment Adviser Rep
View THE MENARD FINANCIAL GROUP, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Wayne Menard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.