Stacy Mongar (CRD# 4145666) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 23 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belpointe Asset Management, LLC | Reno, NV | Mar 2020 - Current | 4 |
| Mongar Financial Solutions | Sioux Falls, SD | Aug 2013 - Current | 10 |
| Horter Investment Management, LLC | Cincinnati, OH | Mar 2016 - Mar 2020 | 4 |
| Simplicity Financial Services, Inc. | Summit, NJ | Sep 2017 - Mar 2019 | 1 |
| Dressander/bhc Dba Simplicity First Dba M3 Financial | Naperville, IL | Sep 2015 - Jan 2019 | 3 |
| The Leaders Group Inc. | Littleton, CO | Feb 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SD
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Total Assets Under Management4,300MILLIONS
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Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
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