John R. Sykora

MONARCH WEALTH MANAGEMENT

LEAWOOD, KS 66224

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CRD#: 2502782

Professional summary

John Robert Sykora, CFP® is a registered financial advisor currently at MONARCH WEALTH MANAGEMENT, LLC located in Leawood, Kansas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Roar Investments, LLC is an executive suites office leasing business. It is NOT investment related, and is located at 8700 Monrovia, Lenexa, KS 66215. I am the majority owner of the business in which I originally purchased an interest in October, 2018. The business has a dedicated manager. I only do light bookkeeping which takes approximately 10-15 hours each month. Up to half of that time might be spent during market hours each month, but none of it needs to be.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Sykora's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

January 22, 2009 - Present

MONARCH WEALTH MANAGEMENT, LLC

Office #1: 4901 W. 136th Street Suite 21, Leawood, KS 66224

RIA

CRD#: 148648

LEAWOOD, KS

Past

January 22, 1998 - October 18, 2006

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

RIA

CRD#: 105778

KANSAS CITY, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(1/22/2009)

IAR

Texas
(4/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MONARCH WEALTH MANAGEMENT, LLC

CRD#: 148648 / SEC#:

Kansas

Registered Investment Advisory firm - (1/22/2009 Approved)

Texas

Registered Investment Advisory firm - (4/1/2024 Conditional Restricted)

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Contact information

Main Address

4901 W. 136th St. Ste 21, Leawood, KS 66224

Mailing Address

Phone number

(913) 387-2048

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 39,022,392

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John R. Sykora

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Sykora's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONARCH WEALTH MANAGEMENT, LLC

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

State Registrations and Notice Filings

Exams

Current Firm

MONARCH WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MONARCH WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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