Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mona? Claim Your ProfileMona Lynn Feeley is a financial advisor with Whipplewood Advisors, LLC. Mona has been registered with the state of Colorado since June 2016 and has a Series 65 license. Mona also has a long career in accounting, having worked as a partner at Whipplewood CPAs since February 1999. Mona's experience in accounting and financial advising gives her a broad perspective to assist clients with their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
06/02/2016 - Present
Whipplewood Advisors, LLC (LITTLETON CO)
IA
Issued 01/14/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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