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Jeffrey Kyle Stinnett

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

About

Jeffrey Kyle Stinnett is a registered financial advisor based in NEOSHO, 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# 2888588
Firm CRD# 140851
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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

Shaun Darnell Young
NEOSHO, MO
Suzanne Linda Bond
JOPLIN, MO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)MANCHESTER (37)COLUMBIA (31)JEFFERSON CITY (19)ST. PETERS (16)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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