Unclaimed Profile

Jeffrey Kyle Stinnett

MONTICELLO INVESTMENT SERVICES, INC.·NEOSHO, Missouri

Series 6, Series 7, Series 24, Series 63, Series 6519 years registeredMONTICELLO INVESTMENT SERVICES, INC.

427-A COLER, NEOSHO, MO 64850CRD# 2888588Firm CRD# 140851

Profile Verification

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

Identity

Jeffrey Kyle Stinnett · NEOSHO, MO

Registration

CRD #2888588 · MONTICELLO INVESTMENT SERVICES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONTICELLO INVESTMENT SERVICES, INC.

MONTICELLO INVESTMENT SERVICES, INC.

May 2007 – Mar 2014

JOPLIN, MO

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 30, 2007

Years registered · 19

Disclosure History

2016Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

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Introduction

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Frequently Asked Questions

What services does Jeffrey Kyle Stinnett offer?

Jeffrey Kyle Stinnett specializes in Financial Planning, Investment Management.

What are Jeffrey Kyle Stinnett's credentials?

Jeffrey Kyle Stinnett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Kyle Stinnett located?

Jeffrey Kyle Stinnett is based in NEOSHO, Missouri, last registered with MONTICELLO INVESTMENT SERVICES, INC..

How does Jeffrey Kyle Stinnett charge for services?

Jeffrey Kyle Stinnett'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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Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Missouri

ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)

City Guides

ST. LOUIS Guide KANSAS CITY Guide CLAYTON Guide CHESTERFIELD Guide SAINT LOUIS Guide

Research

Advisor Fees in Missouri National Fee Analysis

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