Monica Mims (CRD# 7048561) is an Investment Advisor Representative working at Strategic Asset Management LLC in Iowa City, IA and has over 4 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Asset Management | Rochester, MN | Jan 2021 - Current | 3 |
| Think Iowa City | Coralville, IA | Jan 2020 - Current | 4 |
| Self Employed - Mims Financial | Iowa City, IA | Aug 2019 - Current | 4 |
| Rda Financial Network | Coralville, IA | Jan 2020 - Oct 2020 | < 1 |
| Southeast Community School District | Ravenna, OH | Aug 2018 - Jun 2019 | < 1 |
| The Market Garden | Phoenix, AZ | Jul 2018 - May 2019 | < 1 |
| University Of Richmond | Richmond, VA | Sep 2015 - Jun 2018 | 2 |
| University Of Iowa | Iowa City, IA | Aug 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- IA
-
Total Assets Under Management118MILLIONS
-
Total Number of Accounts566ACCOUNTS
-
Average Account Value$208,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, IL, MN, NC, TX
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