Grant Monson, financial advisor Bellevue WA

Grant Monson

CRD Number: 5057108
Current Firm: Lion Street Advisors, LLC

Grant Monson (CRD# 5057108) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Bellevue, WA and has over 15 years of experience in the finance industry. Grant Monson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hornor Townsend & Kent Inc. Horsham, PA Jul 2006 - Current 15
Penn Mutual Horsham, PA Jul 2006 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Grant D. Monson
Phone Number: 512-776-8400
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,147
    MILLIONS
  • Total Number of Accounts
    4,101
    ACCOUNTS
  • Average Account Value
    $279,788
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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