Arkenstone Financial, LLC

Arkenstone Financial, LLC (CRD# 153530) is a financial advisory firm headquartered in Monument, CO. They manage $73,000,000 in 384 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
19210 Six Penny Lane, Ste. 100, Monument, CO 80132
https://www.facebook.com/arkenstone-1665250663699600
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $190,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Arkenstone Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Morgan Gough, financial advisor Monument CO
Morgan T. Gough
CRD#: 2197548
19210 Six Penny Lane, Ste. 100, Monument, CO 80132

Morgan Gough (CRD# 2197548) is an Investment Advisor Representative working at Arkenstone Financial, LLC in Monument, CO and has over 32 years of experience in the finance industry.

2
Paul Lundeen, financial advisor Monument CO
Paul H. Lundeen
CRD#: 4533779
19210 Sixpenny Lane, Suite 100, Monument, CO 80132

Paul Lundeen (CRD# 4533779) is an Investment Advisor Representative working at Arkenstone Financial, LLC in Monument, CO and has over 21 years of experience in the finance industry.

3
Shayne Momber, financial advisor Monument CO
Shayne C. Momber
CRD#: 6291993
19210 Six Penny Lane, Ste. 100, Monument, CO 80132

Shayne Momber (CRD# 6291993) is an Investment Advisor Representative working at Arkenstone Financial, LLC in Monument, CO and has over 10 years of experience in the finance industry.

4
Laine Rinker, Jr, financial advisor La Quinta CA
Laine A. Rinker, Jr
CRD#: 5270848
La Quinta, CA

Laine Rinker, Jr (CRD# 5270848) is an Investment Advisor Representative working at Arkenstone Financial, LLC in La Quinta, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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