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Peter Douglas Monson

VAN Clemens & Co. Inc.

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About Peter Douglas Monson

Peter Douglas Monson is a financial advisor registered with Van Clemens & Co. Inc. Peter has over 30 years of experience in the financial services industry. Peter's current registration began on February 25, 2014. Peter holds Series 7, Series 24, and Series 63 licenses as well as the SIE exam. Peter is registered in Florida, Iowa, Michigan, Minnesota, and Wisconsin.

Firm Information

Peter Monson is currently registered with VAN Clemens & Co. Inc.. VAN Clemens & Co. Inc. is a Corporation registered in 45 states and the SEC. The firm was formed on May 15, 1975.

Not reported

Assets Under Management

Not reported

Total Clients

11

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.

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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Peter Monson’s Registration & Firm History

MN

02/25/2014 - Present

VAN Clemens & Co. Inc. (MINNEAPOLIS MN)

MN

08/21/2002 - 03/07/2014

1ST DISCOUNT BROKERAGE, INC. (BLAINE MN)

CA

06/12/2001 - 08/21/2002

ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)

MN

11/01/1994 - 06/13/2001

GLOBAL FINANCIAL GROUP, INC. (MINNEAPOLIS MN)

MN

01/27/1992 - 10/28/1994

HAYNE, MILLER FINANCIAL, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 02/05/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Peter Douglas Monson. Review regulatory record here.
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