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

Menke Financial

700 Central Ave Ste 300
St Petersburg, FL 33701-3600
  • Mobile 727-543-9878

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Welcome to Menke Financial

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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.

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

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