Unclaimed Profile

Casey Mark Monsen

ANDINA CAPITAL MANAGEMENT, LLC·LEHI, Utah

Series 6, Series 63, Series 65Clean record17 years registeredANDINA CAPITAL MANAGEMENT, LLC

THANKSGIVING BUSINESS PARK, LEHI, UT 84043CRD# 5594984Firm CRD# 151762

Profile Verification

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

Identity

Casey Mark Monsen · LEHI, UT

Registration

CRD #5594984 · ANDINA CAPITAL MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

KEELER THOMAS MANAGEMENT LLC

Mar 2026 – present

ANDINA ADVISORS

Jan 2019 – present

ANDINA FAMILY OFFICES

Feb 2014 – Dec 2018

VERNAL, UT

ONEAMERICA SECURITIES, INC.

Oct 2009 – Feb 2014

VERNAL, UT

BENEFICIAL INVESTMENT SERVICES, INC.

Jul 2009 – Oct 2009

LOGAN, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · July 13, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANDINA CAPITAL MANAGEMENT, LLC

CRD 151762 · SEC 801-80633

AUM

$808M

Regulatory assets under management

Employees

3,589 client accounts

Services offered by ANDINA CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ANDINA CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Casey Mark Monsen offer?

Casey Mark Monsen specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LEHI, Utah for a consultation.

What are Casey Mark Monsen's credentials?

Casey Mark Monsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Casey Mark Monsen located?

Casey Mark Monsen is based in LEHI, Utah, working with ANDINA CAPITAL MANAGEMENT, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.

How does Casey Mark Monsen charge for services?

Casey Mark Monsen'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 ANDINA CAPITAL MANAGEMENT, LLC?

ANDINA CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $808M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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