Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A. Partlow is a registered investment advisor representative associated with Monarch Wealth Strategies. Michael has been in the financial services industry since 2014. Michael obtained his securities licenses by passing the Series 63 and Series 65 exams. The firm's main office is located in Santa Barbara, California. Monarch Wealth Strategies provides financial planning and portfolio management services to individuals, businesses, trusts, estates, and retirement plans. The firm manages over $336 million in assets for approximately 925 clients. Michael specializes in providing investment advice to individuals and families, focusing on retirement planning, college savings, and wealth preservation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
12/06/2024 - Present
Monarch Wealth Strategies (Los Angeles CA)
Active
Inactive
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