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Eldon Dean Fielding-Monson

MONSON WEALTH MANAGEMENT, INC.·KENNEWICK, Washington
Series 7, Series 66CFPClean record25 years registeredMONSON WEALTH MANAGEMENT, INC.
8503 W CLEARWATER AVE, KENNEWICK, WA 99336CRD# 4256669Firm CRD# 169857

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eldon Dean Fielding-Monson · KENNEWICK, WA
Registration
CRD #4256669 · MONSON WEALTH MANAGEMENT, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

MONSON WEALTH MANAGEMENT, INC.
Mar 2014 – present
FSIC
Mar 2006 – Apr 2014
KENNEWICK, WA
WADDELL & REED, INC.
Sep 2000 – Mar 2006
KENNEWICK, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · September 26, 2000
Years registered · 25
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONSON WEALTH MANAGEMENT, INC.
CRD 169857 · SEC 801-122296
AUM
$115M
Regulatory assets under management
Employees
2
851 client accounts
Services offered by MONSON WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MONSON WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Eldon Dean Fielding-Monson offer?
Eldon Dean Fielding-Monson specializes in Financial Planning, Investment Management. Contact their office in KENNEWICK, Washington for a consultation.
What are Eldon Dean Fielding-Monson's credentials?
Eldon Dean Fielding-Monson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Eldon Dean Fielding-Monson located?
Eldon Dean Fielding-Monson is based in KENNEWICK, Washington, working with MONSON WEALTH MANAGEMENT, INC.. Their office serves clients in the KENNEWICK metropolitan area and surrounding communities.
How does Eldon Dean Fielding-Monson charge for services?
Eldon Dean Fielding-Monson'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 MONSON WEALTH MANAGEMENT, INC.?
MONSON WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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