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C.G.Menk & Associates
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CGMA is a Christian, disabled-veteran-owned small business |
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CGMA builds long-term, personalized relationships with our clients through the best service at the most economical price, founded on the highest degree of ethics and integrity |
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CGMA empowers individuals with the investment vehicles to finance their dreams and assists companies in providing top-notch retirement solutions to their employees |
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We do more ... than just make cents! |
CHARLES G. MENK III is the Founder, President, Chief Executive Officer, Chairman of the Board of Directors, Chief Compliance Officer and Treasurer of C.G.Menk & Associates. He has built a broker team at the company that still values the personal touch and excels in helping you understand how to maximize your money's potential.
Mr. Menk, a graduate of Marquette University, began his journey into the financial industry as a consultant with Primerica Financial Services (PFS) from April 1993 through March 1995, where he received top honors as a licensed broker and recruiter in 1994.
In 1995, Mr. Menk completed his Masters at Loyola College of Maryland and opened the doors to InterAct Solutions Group, Incorporated (ISG). In July of 1998, he spun off the financial division from ISG to create C.G.Menk & Associates, Incorporated (CGMA).
Mr. Menk is licensed as a series 65 Investment Advisor, a series 51 Municipal Securities Limited Principal, a series
26 Investment Company Products / Variable Contracts Principal, a series 6 and 63 Investment Company Products / Variable Contracts Representative, a series 99 Operations Professional, a series 22 Direct Participation Programs Representative, and is also a licensed Life and Health insurance agent.
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Areas of Focus
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Map
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Member FINRA, SEC, MSRB & SIPC.
| NOT FDIC-Insured |
No Bank Guarantee |
May Lose Value |
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Baltimore area (includes Anne Arundel, Baltimore, Carroll, Harford and Howard counties in the state of Maryland; and Baltimore City in the state of Maryland) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 9,800 wealth managers in the area. 1,470 award candidates in the Baltimore area were considered for the award, of which 262 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Baltimore Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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