Mitchell Monson (CRD# 4425228) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 19 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifepro Asset Management, LLC | San Diego, CA | Sep 2019 - Current | 4 |
| Monson Capital | Scottsdale, AZ | Nov 2015 - Current | 8 |
| Store Capital | Scottsdale, AZ | Dec 2016 - Jan 2019 | 2 |
| Fast Med Urgent Care | Gilbert, AZ | Sep 2015 - Oct 2016 | 1 |
| Bank Of The West | San Ramon, CA | Jan 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- AZ
- CA
-
Total Assets Under Management311MILLIONS
-
Total Number of Accounts1,105ACCOUNTS
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Average Account Value$281,747
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, WY
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