Monarch Wealth Management, LLC

Monarch Wealth Management, LLC (CRD# 148648) is a financial advisory firm headquartered in Leawood, KS. They manage $27,418,857 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $1,612,874
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS

Financial Advisors at Monarch Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John R. Sykora
CRD#: 2502782
4901 W. 136th Street, Suite 21, Leawood, KS 66224
90
Wealthminder
score

John Sykora (CRD# 2502782) is an Investment Advisor Representative working at Monarch Wealth Management, LLC in Leawood, KS and has 1 year of experience in the finance industry. John Sykora 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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