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Casey Mark Monsen

Andina Family Offices

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About Casey Mark Monsen

Casey Monsen is a financial advisor and has been working in the financial services industry since 2008. Casey holds both Series 63 and 65 licenses as well as a Series 6 license and has been registered as an investment advisor representative since 2019. Casey is a Certified Financial Planner and is the owner of Ace Bookkeeping. Casey is affiliated with Andina Family Offices. Andina Family Offices is a Registered Investment Advisor with offices in Lehi and Vernal. Casey is a highly experienced advisor who offers a variety of services including financial planning and portfolio management to individuals, businesses, and pooled investment vehicles.

Firm Information

Casey Monsen is currently registered with Andina Family Offices. Andina Family Offices is a registered investment advisor located in LEHI, UT. The firm has 6 licensed agents, 9 investment advisor representatives and 11 investment advisory functions. They manage approximately $808,470,832 in client assets and primarily serve high-net-worth individuals, pooled investment vehicles, and corporations/businesses. Their services include financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.
Andina Family Offices

THANKSGIVING BUSINESS PARK

LEHI, UT 84043

$808.47M

Assets Under Management

1

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Monsen’s Registration & Firm History

UT

01/11/2019 - Present

Andina Family Offices (VERNAL UT)

UT

10/09/2009 - 02/25/2014

ONEAMERICA SECURITIES, INC. (VERNAL UT)

UT

11/14/2008 - 10/02/2009

BENEFICIAL INVESTMENT SERVICES, INC. (LOGAN UT)

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Licenses & Designations

IA

Issued 07/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey Mark Monsen.
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