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Monty Lee Coen

Osaic Wealth, Inc.

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About Monty Lee Coen

Monty Coen is a financial advisor registered in Colorado, Arizona, Florida, Kansas, and Texas. Monty is currently employed by Osaic Wealth, Inc. based in Scottsdale, AZ, and has been with this firm since 2018. Prior to this position, Monty was employed by Signator Investors, Inc. in Lamar, CO, from 2016 to 2018. Monty has been working in the financial industry since February 2006. Monty offers a variety of advisory services including financial planning, pension consulting, and educational seminars.

Firm Information

Monty Coen is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Monty Coen’s Registration & Firm History

CO

11/02/2018 - Present

Osaic Wealth, Inc. (LAMAR CO)

CO

05/13/2016 - 11/02/2018

SIGNATOR INVESTORS, INC. (LAMAR CO)

CO

02/07/2006 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (LAMAR CO)

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Licenses & Designations

IA

Issued 03/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Monty Lee Coen. Review regulatory record here.
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