Monticello Investment Services, Inc.

Monticello Investment Services, Inc. (CRD# 140851) is a financial advisory firm headquartered in Neosho, MO. They manage $53,000,000 in 315 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $168,254
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
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.

AL, AZ, CA, FL, GA, IA, IL, IN, KS, LA, MD, MI, MN, MO, MS, NE, NJ, NM, NV, NY, OH, OK, OR, SC, TX, VA, WA, WI

Financial Advisors at Monticello Investment Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Sam Stubbert
CRD#: 3132134
Fairfield, CA
93
Wealthminder
score

Sam Stubbert (CRD# 3132134) is an Investment Advisor Representative working at Monticello Investment Services, Inc. in Fairfield, CA and has over 18 years of experience in the finance industry.

2
Shaun D. Young
CRD#: 2837873
427-a Coler, Neosho, MO 64850
76
Wealthminder
score

Shaun Young (CRD# 2837873) is an Investment Advisor Representative working at Monticello Investment Services, Inc. in Neosho, MO and has over 9 years of experience in the finance industry.

3
Kurt A. Johnson
CRD#: 2008977
427-a Coler, Neosho, MO 64850
38
Wealthminder
score

Kurt Johnson (CRD# 2008977) is an Investment Advisor Representative working at Monticello Investment Services, Inc. in Neosho, MO and has over 26 years of experience in the finance industry.

4
Laimutis B. Prascus
CRD#: 727830
479 Jumpers Hole Rd., Suite 204, Severna Park, MD 21146
26
Wealthminder
score

Laimutis Prascus (CRD# 727830) is an Investment Advisor Representative working at Monticello Investment Services, Inc. in Severna Park, MD and has over 27 years of experience in the finance industry.

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