MF
MF

Mona Lynn Feeley

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
148 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$288.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

11852 Shaffer Drive, Building B, Littleton, CO, 80127

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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

Mona is a partner at Whipplewood CPAs, which is her primary job. She is also involved with Blue River Gateway LLC, a family LLC.

Employment History
Current Registrations
Whipplewood Advisors, LLC
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
First Financial Equity Corporation
January 2014 - February 2016 · 2 yrs 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.