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Mitchell John Monson

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
825 clients
Average Client Portfolio
$46K average
Assets Under Management
$38.3M

Fee Structure

Minimum Investment:$25K
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Location

1445 Ross Ave Fl 55, Dallas, TX, 75202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Mitchell sells fixed insurance products, including life insurance, annuities, long-term care, and disability insurance, dedicating about a quarter of his time to this. He also works as a Treasury Manager at Benchmark Electronics Inc, spending about 60% of his time there, and owns Monson Capital Advisory as a DBA for his securities and fixed insurance business, but spends no time on it.

Employment History
Current Registrations
Secure Investment Management, LLC
August 2025 - Present · 6 mos
Previous Registrations
Financial Gravity Family Office Services, LLC
July 2025 - August 2025 · 1 mo
Integrity Advisory Solutions
March 2025 - June 2025 · 3 mos
Lifepro Asset Management
November 2019 - January 2025 · 5 yrs 2 mos
State Registrations2 states
AZCA
Advisor
Exams
No exam information available for this advisor.