Stephanie
Wilson
Monon Wealth Management
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About this Advisor
Stephanie Wilson is a certified financial planner working out of Carmel, Indiana with a total of 6 years of relevant experience. Wilson is currently employed by Monon Wealth Management. During their career, Wilson has held roles at Fifth Third Securities, Inc, Wells Fargo Advisors Financial Network, LLC, Purshe Kaplan Sterling Investments, Inc, Monon Wealth Management and Fifth Third Bank. Wilson maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can operate in Indiana. Monon Wealth Management is a financial advisory business based out of Carmel, IN. The firm has offices in two locations and a total of eight employees. It controls $278 million in total assets across its 1,255 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,255 customer accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is offered. However, fees charged by Monon Wealth Management may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Monon Wealth Management Brokerage Details
$277,571,958
8
1,255
$221,173
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
Stephanie Wilson Work History
Stephanie has been registered as a financial advisor for 6 years.*
Purshe Kaplan Sterling Investments, Inc
Monon Wealth Management
Wells Fargo Advisors Financial Network, LLC
Fifth Third Securities, Inc
Fifth Third Bank
*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 Stephanie Wilson 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
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
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.
