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Nicole Renee Allen

Monarch Wealth Strategies

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About Nicole Renee Allen

Nicole Renee Allen is an investment advisor representative for Monarch Wealth Strategies in Santa Barbara, California. Nicole is a licensed investment advisor representative in California. Nicole has been in the financial services industry since June 2019. Nicole has a Series 65 and SIE license. Nicole specializes in Financial Planning, Pension Consulting and Portfolio Management for Individuals.

Firm Information

Nicole Allen is currently registered with Monarch Wealth Strategies. Monarch Wealth Strategies is a registered investment advisor based in Santa Barbara, California. They have 3 licensed agents, 7 investment advisor representatives, and 6 investment advisory functions. They manage approximately $336,787,014 in assets for 925 clients. They offer financial planning and portfolio management for individuals and provide pension consulting services. Their client base includes high net worth individuals, individuals other than high net worth, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
Monarch Wealth Strategies

222 EAST CARILLO STREET

SANTA BARBARA, CA 93101

$336.79M

Assets Under Management

Not reported

Total Clients

10

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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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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percentage of assets

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

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Nicole Allen’s Registration & Firm History

CA

01/01/2025 - Present

Monarch Wealth Strategies (Santa Barbara CA)

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Licenses & Designations

IA

Issued 09/02/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicole Renee Allen.
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