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Stephenie L Monson

MONSON WEALTH MANAGEMENT, INC.·KENNEWICK, Washington
Clean recordMONSON WEALTH MANAGEMENT, INC.
8503 W CLEARWATER AVE, KENNEWICK, WA 99336CRD# 7797465Firm CRD# 169857

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephenie L Monson · KENNEWICK, WA
Registration
CRD #7797465 · MONSON WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Stephenie L Monson is a registered financial advisor based in KENNEWICK, Washington, affiliated with MONSON WEALTH MANAGEMENT, 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
MONSON WEALTH MANAGEMENT, INC.
MONSON WEALTH MANAGEMENT, INC.
AUM
$115M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MONSON WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7797465
Firm CRD# 169857
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephenie L Monson offer?
Stephenie L Monson specializes in Financial Planning, Investment Management. Contact their office in KENNEWICK, Washington for a consultation.
What are Stephenie L Monson's credentials?
Stephenie L Monson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephenie L Monson located?
Stephenie L 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 Stephenie L Monson charge for services?
Stephenie L 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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Other Advisors at MONSON WEALTH MANAGEMENT, INC.

Eldon Dean Fielding-Monson
KENNEWICK, WA

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