Ross Menke, CFP® Lyndale Financial

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About Ross Menke, CFP®

Ross Menke, CFP® is a financial planner in Nashville, TN. As a collegiate golfer at Iowa State University, Ross knew he would not be pursuing professional golf after college, so he began his pursuit of becoming a financial planner prior to graduation.

After working for both a nationwide financial services company and a boutique wealth management firm, Ross launched Lyndale Financial in November 2016. He is now a location-independent CFP®, working with young professionals and family business owners across the country.

Ross is passionate about providing high-quality, transparent, and objective advice to those in need of a planner. One thing he has learned as a career-long financial planner is that money can be confusing and used in improper ways. He wants to help you live your best life, not sell you a financial product.

 

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Recently Published

Lost Generation

February 18, 2019

Every generation faces their own unique set of challenges. Timing plays a major role in the outcome of your financial life, whether you like it or not. In fact, a 2018 report by the Federal Reserve Bank of St. Louis explained this clearly. Their study looked at the connection between one’s birth year and financial well-being, or wealth.

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Average Speed

February 11, 2019

About 200 million Americans want to write a book, according to Publishing Perspectives. Typing 50,000 words into a cohesive story seems to be an impossible task. Only the individuals with the ability to disappear into a cabin in the woods have the opportunity to become a published author.

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Hole In One

February 4, 2019

Have you ever played a round of golf? If your answer was yes, how many hole-in-one’s do you have? I’ve been playing the game since the age of four and have yet to make one. Even the best players in the world know how difficult it is to make a tiny ball go into a 4 ¼ inches round hole in the ground that is two hundred yards away.

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Ideal Clients

  • Business Owners
  • Family Business
  • Gen Y/Millennials
  • Offers Free Assistance to Furloughed Government Workers
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $200+/mth
  • Hourly Fee: $200/hour
  • One-time Plan: $1,500 / $2,500 flat fee

SEC Records

States Registered

  • South Dakota
  • Tennessee

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