Kyle Menke, CFP®, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor


Menke Financial

Welcome to Menke Financial

team photo

With an acute, personal understanding of the medical and small business markets, Kyle and his team help provide financial clarity and peace of mind for established and emerging physicians and business owners. Through the use of comprehensive planning and tax advantaged saving strategies, he allows his busy clients to focus their time on what matters most...their families, their businesses...and their legacies.


Have you taken steps to help protect your income and lifestyle? Take a few minutes to watch this short video about the benefits of disability insurance.


Northwestern Mutual's New Client Website

Why sign-up? The new client website is a one-stop-shop for your financial management featuring:

  • Financial Dashboards
  • Account Aggregation
  • Budgeting Tools
  • Self-service & Bill Pay
  • Paperless Financial Management

Learn more about the registration process:

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.