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Corbin Menke

Advisor at Edward Jones

Updated today

Location

Richmond, MO 64085

Credentials

Series 63, Series 65

Industry experience

3 years

About

Corbin Menke is a financial advisor at Edward Jones in Richmond, MO, holding Series 63 and Series 65 designations with three years of industry experience. His prior roles include positions at American Century Investment Services, Inc. and DoorDash, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

102 N College

Richmond, MO 64085

Most active in

Missouri · Texas

Work history

Edward Jones

2025 - Present (1 year)

Edward Jones

2024 - 2025 (1 year)

DoorDash, Inc.

2023 - 2023 (1 year)

American Century Investment Services, Inc.

2022 - 2024 (2 years)

M2M Framing, LLC

2022 - 2022 (1 year)

North Star Resource Group

2021 - 2021 (1 year)

McCray Lumber & Millwork

2020 - 2020 (1 year)

University of Central Missouri

2019 - 2022 (3 years)

M2M Framing, LLC

2019 - 2019 (1 year)

Missouri Western State University

2018 - 2019 (1 year)

The Green Mile Lawn Service

2018 - 2018 (1 year)

Miller's Custom Cabinets

2018 - 2018 (1 year)

McKendree University

2017 - 2018 (1 year)

Lawson High School

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Justin L

Series 65

Excelsior Springs, MO

Black Knight Wealth Management, LLC

Justin Lero is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of experience in advisory services. His prior work includes contracts with Northrop Grumman and Serco, as well as roles in structural steel and roofing industries. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
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Stephen S

Series 63, Series 65

Excelsior Springs, MO

Missionsquare Retirement

Stephen Spear is a financial advisor with MissionSquare Retirement in Excelsior Springs, MO, holding Series 63 and Series 65 credentials. He is part of a multi-team advisory structure serving state and local government employers, their employees, and certain nonprofit entities. MissionSquare Retirement administers deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways offers discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management, serving more than 40,000 participants.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning

Richard B

Series 63, Series 65

Richmond, MO

Edward Jones

Richard Bidding is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1985 and holds Series 63 and Series 65 licenses. Outside of advisory services, he owns a machinery leasing business, B & M National Services, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Christina C

Series 63, Series 65

Lexington, MO

Cambridge Investment Research Advisors

Christina Caldwell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2012. Caldwell also operates as an independent insurance agent through Riveroak Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and customized investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Brett S

CFP®, Series 66

Richmond, MO

Edward Jones

Brett Smoot is a financial advisor with Edward Jones in Richmond, MO, holding CFP® and Series 66 credentials and bringing nine years of industry experience. His prior roles include positions at Axa Advisors, LLC and AG Power Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
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Bradly T

ChFC®, Series 63

Excelsior Springs, MO

LPL Financial

Bradly Tharp is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations, and has 33 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. He also operates Family WealthCare Center, a business related to his LPL advisory activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research, combining large-scale advisory operations with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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