Michael Monson, financial advisor Princeton MN

Michael Monson

CRD Number: 4166408
Current Firm: Raymond James Financial Services Advisors, Inc.

Michael Monson (CRD# 4166408) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Princeton, MN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Di Broker Princeton, MN Jul 2019 - Current 4
Bremer Investments Princeton, MN Jan 2019 - Current 5
Bremer Investments Princeton, MN Jan 2019 - Current 5
Raymond James Financial Services Princeton, MN Aug 2009 - Current 14
Raymond James Financial Services Advisors Inc. Princeton, MN Aug 2009 - Current 14
Bremer Bank Princeton, MN Aug 2008 - Current 15
Specific Solutions Princeton, MN Nov 2016 - Nov 2017 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Michael E. Monson
Phone Number: 727-567-3020
Registered State(s):
  • MN
  • ND
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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