MONTICELLO INVESTMENT SERVICES, INC.

NEOSHO, Missouri·3 registered advisors·CRD# 140851
SEC# 801-73177417-437-7160
01

Firm Overview

AUM
$53M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Other: SOLICITOR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MONTICELLO INVESTMENT SERVICES, INC.

3 registered advisors
Jeffrey Kyle Stinnett
NEOSHO, Missouri
Shaun Darnell Young
NEOSHO, Missouri
Suzanne Linda Bond
JOPLIN, Missouri
05

Office Locations

NEOSHO, Missouri
2 advisors
JOPLIN, Missouri
1 advisor

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Data sourced from SEC Form ADV filings. MONTICELLO INVESTMENT SERVICES, INC. (CRD# 140851) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.