CM
CFP
CM
CFP

Casey Mark Monsen

16 Years of Experience
Areas of Practice
Estate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
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Location

617 N. Vernal Avenue, Suite 4, Vernal, UT, 84078

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Casey is the owner and bookkeeper of Ace Bookkeeping. This activity is not investment-related.

Employment History
Current Registrations
Andina Family Offices
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Andina Family Offices
February 2014 - December 2018 · 4 yrs 10 mos
Oneamerica Securities, INC.
October 2009 - February 2014 · 4 yrs 4 mos
Beneficial Investment Services, INC.
July 2009 - October 2009 · 3 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.