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).
Total Assets Under Management54MILLION
Total Number of Accounts762ACCOUNTS
Average Account Value$70,866
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
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.