Unclaimed Profile

Mona Lynn Feeley

WHIPPLEWOOD ADVISORS, LLC·LITTLETON, Colorado

Series 65Clean record12 years registeredWHIPPLEWOOD 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 · 12 years registered

Brand Profile

Not yet started

Career History

WHIPPLEWOOD ADVISORS, LLC

Jun 2016 – present

FIRST FINANCIAL EQUITY CORPORATION

Jan 2014 – Feb 2016

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 14, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHIPPLEWOOD ADVISORS, LLC

CRD 282860 · SEC 801-119590

AUM

$267M

Regulatory assets under management

Employees

349 client accounts

Services offered by WHIPPLEWOOD ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WHIPPLEWOOD ADVISORS, LLC →

Introduction

Speak with Mona

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mona is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LITTLETON?

Browse all registered financial advisors in LITTLETON, Colorado or claim this profile if it's yours.

Browse LITTLETON Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →