Casey Monsen (CRD# 5594984) is an Investment Advisor Representative working at Andina Family Offices in Vernal, UT and has over 15 years of experience in the finance industry. Casey Monsen 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.
CRD# 6920349
Transamerica Financial Advisors, Inc.
CRD# 4239701
State Farm Investment Management Corp.
CRD# 1033148
Trek Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Andina Capital Management, LLC | Lehi, UT | Feb 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- UT
-
Total Assets Under Management808MILLIONS
-
Total Number of Accounts3,589ACCOUNTS
-
Average Account Value$225,264
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, TX, UT
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