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Suzanne Linda Bond

MONTICELLO INVESTMENT SERVICES, INC.·JOPLIN, Missouri
MONTICELLO 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.
Brand Profile
Not yet started
Disclosure history
6 disclosures on file · See FINRA BrokerCheck for full record
01

About

Suzanne Linda Bond is a registered financial advisor based in JOPLIN, Missouri, affiliated with MONTICELLO INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MONTICELLO INVESTMENT SERVICES, INC.
MONTICELLO INVESTMENT SERVICES, INC.
AUM
$53M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MONTICELLO INVESTMENT SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 1265000
Firm CRD# 140851
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Suzanne Linda Bond offer?
Suzanne Linda Bond specializes in Financial Planning, Investment Management. Contact their office in JOPLIN, Missouri for a consultation.
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, working with MONTICELLO INVESTMENT SERVICES, INC.. Their office serves clients in the JOPLIN metropolitan area and surrounding communities.
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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Other Advisors at MONTICELLO INVESTMENT SERVICES, INC.

Shaun Darnell Young
NEOSHO, MO
Jeffrey Kyle Stinnett
NEOSHO, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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