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Nathan Wade Tonsager

Monument Wealth Management

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About Nathan Wade Tonsager

Nathan Tonsager is a financial advisor at Monument Wealth Management. Nathan has been a financial advisor for over 8 years and has experience working with both individuals and high-net-worth clients. Nathan has a Series 66 and Series 7 license and is registered with the states of New York, Texas and Virginia. Nathan has experience working with clients who are seeking financial planning services, investment management and selection of other advisors. Nathan previously worked at Madison Avenue Securities, LLC, LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Nathan Tonsager is currently registered with Monument Wealth Management. Monument Wealth Management is an Alexandria, VA-based registered investment advisor with approximately $433.82 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and selection of other advisers services to individuals other than high-net-worth individuals and high-net-worth individuals.
Monument Wealth Management

1940 DUKE STREET

ALEXANDRIA, VA 22314

$433.82M

Assets Under Management

Not reported

Total Clients

8

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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Nathan Tonsager’s Registration & Firm History

VA

06/14/2022 - Present

Monument Wealth Management (ALEXANDRIA VA)

VA

10/02/2018 - 06/03/2022

MADISON AVENUE SECURITIES, LLC (Alexandria VA)

VA

05/30/2018 - 10/05/2018

LPL FINANCIAL LLC (ALEXANDRIA VA)

VA

06/27/2017 - 04/27/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)

WI

08/10/2016 - 06/22/2017

BUTTONWOOD PARTNERS, INC. (MADISON WI)

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Licenses & Designations

BOTH

Issued 12/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Wade Tonsager.
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