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Clinton David Bucher

MONON WEALTH MANAGEMENT
CARMEL, IN
·CRD# 2688678·30 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Clinton D Bucher

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

30 years in the financial services industry

Current & Past Employments

MONON WEALTH MANAGEMENT·CRD# 289413
RIA
580 East Carmel Drive Suite 330, Carmel, IN 46032
October 21, 2019 - Present
KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
Indianapolis, IN
April 19, 2016 - October 21, 2019
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Carmel, IN
April 2, 2002 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Carmel, IN
June 2, 1997 - October 21, 2019
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Oakdale, MN
January 9, 1996 - June 10, 1997

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Current Firm

MW
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 - SEC (10/17/2018 Approved)
Indiana
Registered Investment Advisory firm - Indiana (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).

Contact Information

Main Address

8888 Keystone Crossing Suite 830, Indianapolis, IN 46240

Phone Number

(317) 993-3999

# of Employees

10

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US 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 (9/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,740

AUM (Assets Under Management)

$546,819,721

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/12/2026Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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".
MW
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 - SEC (10/17/2018 Approved)
Indiana
Registered Investment Advisory firm - Indiana (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1996About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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