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Adam Cameron Monson

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
328 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

Fee Structure

Financial Planning:Investment management only
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Location

11101 Switzer Road, Suite 200, Overland Park, KS, 66210

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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 ActivitiesSells Insurance

Adam is the manager/owner of AC Monson Holdings LLC, a pass-through entity, dedicating minimal time. He also works as an agent selling and servicing non-variable insurance products, spending minimal time on this activity.

Employment History
Current Registrations
Onedigital
October 2024 - Present · 1 yr 4 mos
Valmark Securities, INC.Broker
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2015 - March 2016 · 7 mos
State Registrations11 states
AZCACODEGAMAMDMIMNMOUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.