Clinton D. Bucher

MONON WEALTH MANAGEMENT

CARMEL, IN 46032

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CRD#: 2688678

Professional summary

Clinton David Bucher, who also goes by Clinton D Bucher, is a registered financial advisor currently at MONON WEALTH MANAGEMENT located in Carmel, Indiana.

Clinton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Clinton has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clinton D Bucher

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.

1) Licensed Insurance Agent; Not investment-related; Same as reported business location; Insurance Sales; Implementations of insurance recommendations. 2) Legacy Advisors LLC; Not investment-related; Same as reported business location; tax and accounting services. 3) Frye Fabrication, Inc; Not Investment-Related; 1700 Tiller Court, Suite 1800, Westfield, IN 46714; Treasurer; 7/1/2015; 40 hrs/mnth; investor in business of son-in-law

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clinton David Bucher's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 21, 2019 - Present

MONON WEALTH MANAGEMENT

Office #1: 580 East Carmel Drive Suite 330, Carmel, IN 46032

RIA

CRD#: 289413

CARMEL, IN

Past

April 19, 2016 - October 21, 2019

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

INDIANAPOLIS, IN

Past

April 2, 2002 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Carmel, IN

Past

June 2, 1997 - October 21, 2019

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Carmel, IN

Past

January 9, 1996 - June 10, 1997

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MONON WEALTH MANAGEMENT

HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC | MONON WEALTH MANAGEMENT | LEGACY INVESTMENT ADVISORS

CRD#: 289413 / SEC#: 801-114130

RIA

Registered Investment Advisory firm - (10/17/2018 Approved)

Indiana

Registered Investment Advisory firm - (10/29/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Indiana
(10/21/2019)

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

State Security Law Exam

Series 63

Date: 1/4/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/1996

General Securities Representative Examination

Current Firm

MONON WEALTH MANAGEMENT

HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC | MONON WEALTH MANAGEMENT | LEGACY INVESTMENT ADVISORS

CRD#: 289413 / SEC#: 801-114130

RIA

Registered Investment Advisory firm - (10/17/2018 Approved)

Indiana

Registered Investment Advisory firm - (10/29/2018 Terminated)

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Contact information

Main Address

99 E Carmel Dr. Suite 160, Carmel, IN 46032

Mailing Address

Phone number

(317) 993-3999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MONON WEALTH MANAGEMENT DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (10/6/2025)

Regulatory assets under management

Total Number of Accounts	1,629
AUM (Assets Under Management)	$ 452,203,251

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

Clinton D. Bucher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clinton David Bucher's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MONON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 1/4/1996

SIE

Date: 10/1/2018

Series 7

Date: 1/5/1996

Current Firm

MONON WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONON WEALTH MANAGEMENT

TRUST BUT VERIFY

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