Casey Monsen, financial advisor Vernal UT
96 score

Casey Monsen

CRD Number: 5594984
Current Firm: Andina Family Offices

Casey Monsen (CRD# 5594984) is an Investment Advisor Representative working at Andina Family Offices in Vernal, UT and has over 7 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.

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Professional Designations
Company Name Location Dates Years
Andina Capital Management, LLC Lehi, UT Feb 2014 - Current 2
Oneamerica Securities Logan, UT Oct 2009 - Feb 2014 4
American United Life Logan, UT Aug 2009 - Feb 2014 4
Beneficial Financial Group Logan, UT Jun 2008 - Oct 2009 1
Church Of Jesus Christ Of Latter-day Saints, Ces Salt Lake City, UT Aug 2007 - Jun 2008 < 1
Watkins Holdings Logan, UT Aug 2002 - Jul 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Casey M. Monsen
Phone Number: 801-949-2475
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    98
    MILLIONS
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $370,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, UT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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