Unclaimed Profile

Kimberly Sara Malesky

MONARCH WEALTH STRATEGIES·SANTA BARBARA, California

SIE, Series 7, Series 66CFPClean record19 years registeredMONARCH WEALTH STRATEGIES

222 EAST CARILLO STREET, SANTA BARBARA, CA 93101CRD# 5255382Firm CRD# 136029

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Sara Malesky · SANTA BARBARA, CA

Registration

CRD #5255382 · MONARCH WEALTH STRATEGIES · 19 years registered

Brand Profile

Not yet started

Career History

CREATIVEONE WEALTH, LLC

Dec 2020 – present

MONARCH WEALTH STRATEGIES

Nov 2018 – Dec 2020

Santa Barbara, CA

LPL FINANCIAL LLC

Feb 2014 – Oct 2020

SANTA BARBARA, CA

MISSION WEALTH MANAGEMENT, LLC

Jan 2013 – Feb 2014

SANTA BARBARA, CA

A. G. EDWARDS & SONS, INC.

Feb 2007 – Aug 2007

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 21, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONARCH WEALTH STRATEGIES

CRD 136029 · SEC 801-118775

AUM

$337M

Regulatory assets under management

Employees

925 client accounts

Services offered by MONARCH WEALTH STRATEGIES

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONARCH WEALTH STRATEGIES →

Introduction

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Frequently Asked Questions

What services does Kimberly Sara Malesky offer?

Kimberly Sara Malesky specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Kimberly Sara Malesky's credentials?

Kimberly Sara Malesky holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kimberly Sara Malesky located?

Kimberly Sara Malesky is based in SANTA BARBARA, California, working with MONARCH WEALTH STRATEGIES. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Kimberly Sara Malesky charge for services?

Kimberly Sara Malesky's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONARCH WEALTH STRATEGIES?

MONARCH WEALTH STRATEGIES has approximately 7 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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