Unclaimed Profile

Mona Lynn Feeley

WHIPPLEWOOD ADVISORS, LLC·LITTLETON, Colorado

Clean recordWHIPPLEWOOD ADVISORS, LLC

11852 SHAFFER DRIVE, LITTLETON, CO 80127CRD# 6233075Firm CRD# 282860

Profile Verification

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

Identity

Mona Lynn Feeley · LITTLETON, CO

Registration

CRD #6233075 · WHIPPLEWOOD ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mona Lynn Feeley is a registered financial advisor based in LITTLETON, Colorado, affiliated with WHIPPLEWOOD ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WHIPPLEWOOD ADVISORS, LLC

AUM

$267M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHIPPLEWOOD ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6233075

Firm CRD# 282860

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Frequently Asked Questions

What services does Mona Lynn Feeley offer?

Mona Lynn Feeley specializes in Financial Planning, Investment Management. Contact their office in LITTLETON, Colorado for a consultation.

What are Mona Lynn Feeley's credentials?

Mona Lynn Feeley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mona Lynn Feeley located?

Mona Lynn Feeley is based in LITTLETON, Colorado, working with WHIPPLEWOOD ADVISORS, LLC. Their office serves clients in the LITTLETON metropolitan area and surrounding communities.

How does Mona Lynn Feeley charge for services?

Mona Lynn Feeley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHIPPLEWOOD ADVISORS, LLC?

WHIPPLEWOOD ADVISORS, LLC has approximately 6 employees and manages $267M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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