Unclaimed Profile

Suzanne Linda Bond

MONTICELLO INVESTMENT SERVICES, INC.·JOPLIN, Missouri

SIE, Series 3, Series 7, Series 14, Series 24, Series 63, Series 66, Series 99TOClean record18 years registeredMONTICELLO INVESTMENT SERVICES, INC.

2230 E. 32ND STREET, JOPLIN, MO 64804-0933CRD# 1265000Firm CRD# 140851

Profile Verification

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

Identity

Suzanne Linda Bond · JOPLIN, MO

Registration

CRD #1265000 · MONTICELLO INVESTMENT SERVICES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONTICELLO INVESTMENT SERVICES, INC.

WEDBUSH SECURITIES INC.

Dec 2014 – Mar 2015

LOS ANGELES, CA

MONTICELLO INVESTMENT SERVICES, INC.

Nov 2013 – Dec 2014

LOS ANGELES, CA

VFG ADVISORS, INC.

Jul 2009 – Dec 2011

SANTA MONICA, CA

MADISON AVENUE ADVISORS, INC.

Aug 2007 – Mar 2009

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 14

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · August 23, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONTICELLO INVESTMENT SERVICES, INC.

CRD 140851 · SEC 801-73177

AUM

$53M

Regulatory assets under management

Employees

315 client accounts

Services offered by MONTICELLO INVESTMENT SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONTICELLO INVESTMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Suzanne Linda Bond offer?

Suzanne Linda Bond specializes in Financial Planning, Investment Management.

What are Suzanne Linda Bond's credentials?

Suzanne Linda Bond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Suzanne Linda Bond located?

Suzanne Linda Bond is based in JOPLIN, Missouri, last registered with MONTICELLO INVESTMENT SERVICES, INC..

How does Suzanne Linda Bond charge for services?

Suzanne Linda Bond's firm is compensated through percentage of aum, hourly charges, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONTICELLO INVESTMENT SERVICES, INC.?

MONTICELLO INVESTMENT SERVICES, INC. has approximately 3 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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