Clinton
Bucher

Monon Wealth Management

CRD#2688678
Investment Advisor
in Carmel, IN

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About this Advisor

Clinton Bucher is a financial advisor working out of Carmel, Indiana with a total of 4 years of industry experience. Bucher is currently employed by Monon Wealth Management. The advisor has gained experience at Hutchens & Kramer Investment Management Group, LLC, Kestra Financial Services, Inc, Nfp Advisor Services and Legacy Advisors LLC. Bucher maintains a Series 63 license, which qualifies them as a securities agent, and can serve investors in Indiana. Monon Wealth Management is an advisory company headquartered in Carmel, IN. The company has offices in two locations and a total of eight people on staff. It has $278 million in total assets across its 1,255 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,255 client accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. Monon Wealth Management offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on the type of financial services offered. Fee types billed by Monon Wealth Management most likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

99 E Carmel Dr. Suite 160
Carmel, IN 46032

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Monon Wealth Management Brokerage Details

Total Assets Under Management

$277,571,958

IN Average: $1,347,246,178
Total Number of Employees

8

IN Average: 46
Total Number of Accounts

1,255

IN Average: 1,775
Average Account Size

$221,173

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Clinton Bucher Work History

Clinton has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Hutchens & Kramer Investment Management Group, LLC

1999 - Present (25 years)

Legacy Advisors LLC

2016 - 2019 (3 years)

Kestra Financial Services, Inc

1997 - 2016 (19 years)

Nfp Advisor Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Clinton Bucher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Monon Wealth Management

Seth Silcock
Carmel, IN
John Hutchens
Carmel, IN
Raymond Kramer
Carmel, IN
Stephanie Wilson
Carmel, IN
Mark Rhodes
Carmel, IN
Clinton Bucher
Carmel, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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