Nathan
Tonsager

Monument Wealth Management

CRD#6344030
Investment Advisor
in Alexandria, VA

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About this Advisor

Nathan Tonsager is a financial advisor who works in Alexandria, Virginia with a total of 1 year of relevant experience. Tonsager works at Monument Wealth Management. Tonsager has gained experience at University Of Minnesota - Minneapolis, Buttonwood Partners, Inc, Bmo Harris, Yogurtlab, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Lpl Financial LLC, Campbell Wealth Management Inc, Madison Ave Securities, LLC, Monument Capital Management, LLC, Madison Area Technical College and University Of Wisconsin - Madison. Tonsager maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Texas and Virginia. Monument Wealth Management is a financial advisory company headquartered in Alexandria, VA. The firm has offices in four locations and a total of 10 employees. It administers $400 million in assets under management across its 837 client accounts, placing it among the bigger firms in the country by assets under management. Of its 837 accounts, 55% belong to high-net-worth clients who have more than $1 million in assets available to invest. Monument Wealth Management provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules depend on which service is offered. However, fee types billed by Monument Wealth Management can be comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1701 Duke Street Suite 425
Alexandria, VA 22314

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Monument Wealth Management Brokerage Details

Total Assets Under Management

$399,813,665

VA Average: $1,835,309,194
Total Number of Employees

10

VA Average: 32
Total Number of Accounts

837

VA Average: 1,458
Average Account Size

$477,675

VA Average: $1,258,785

Investment Advisory Services

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

Nathan Tonsager Work History

Nathan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Monument Capital Management, LLC

2018 - 2018 (< 1 year)

Lpl Financial LLC

2018 - 2022 (4 years)

Campbell Wealth Management Inc

2018 - 2022 (4 years)

Madison Ave Securities, LLC

2017 - 2018 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 year)

Bank Of America, N.A

2014 - 2017 (3 years)

Buttonwood Partners, Inc

2014 - 2014 (< 1 year)

Madison Area Technical College

2014 - 2016 (2 years)

University Of Wisconsin - Madison

2013 - 2014 (1 year)

Bmo Harris

2012 - 2013 (1 year)

Yogurtlab

2011 - 2013 (2 years)

University Of Minnesota - Minneapolis

*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 Nathan Tonsager 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 Monument Wealth Management

Heaven Goodwin
Alexandria, VA
Emily Harper
Alexandria, VA
Nathan Tonsager
Alexandria, VA
Erin Hay
Alexandria, VA
Jessica Gibbs
Alexandria, VA
Dean Catino
Alexandria, VA
David Armstrong
Alexandria, VA
Cathleen Phelps
Alexandria, VA

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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