Monson Wealth Management, Inc.

Monson Wealth Management, Inc. (CRD# 169857) is a financial advisory firm headquartered in Kennewick, WA. They manage $54,000,000 in 762 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $70,866
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.

OR, WA

Financial Advisors at Monson Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Eldon D. Monson
CRD#: 4256669
8503 W. Clearwater Ave, Suite D, Kennewick, WA 99336
96
Wealthminder
score

Eldon Monson (CRD# 4256669) is an Investment Advisor Representative working at Monson Wealth Management, Inc. in Kennewick, WA and has over 17 years of experience in the finance industry. Eldon Monson 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.

2
Linn H. Stewart
CRD#: 2288103
8503 W. Clearwater Ave, Suite D, Kennewick, WA 99336
77
Wealthminder
score

Linn Stewart (CRD# 2288103) is an Investment Advisor Representative working at Monson Wealth Management, Inc. in Kennewick, WA and has over 2 years of experience in the finance industry.

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