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

Menke Financial


As a Northwestern Mutual Advisor, Kyle challenges his clients to plan for financial security. His in-depth, customized process provides each of clients with a first-class approach to financial planning. He builds relationships based on trust and integrity - providing solutions to a number of finacial needs including retirement planning, investment, disability protection and life insurance.

Kyle is a tireless learner and has earned the following certifications and designations:


CFP® certification is recognized as the highest standard in personal financial planning. Whether you are thinking about attaining CFP® certification or you are currently a CFP® professional, you will learn more here that will support your decision and reinforce your choice to be one of more than 70,000 CERTIFIED FINANCIAL PLANNERâ„¢ professionals

Chartered Life Underwriter (CLU®)

The CLU® designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®)

Your ChFC® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken nine or more college-level courses on all aspects of financial planning from The American College of Financial Services, a non-profit educator with the highest level of academic accreditation.

The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years and must meet extensive experience requirements to ensure that you get the professional financial advice you need.

Chartered Advisor for Senior Living (CASL®)

The CASL® designation is the undisputed professional credential for persons who would like to cater to the unique needs of senior clients.

This designation provides advisors with the comprehensive skills to address the main concerns of this demographic, covering such items as financial, health, psychological and sociological issues.

Retirement Income Certified Professional (RICP®)

RICP® prepares you to help clients obtain a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement.

Associations and Memberships


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.