Nicole Monlon
Professional Summary
Nicole Monlon, who also goes by Nicole L Monlon, Nicole Lia Monlon, is a registered financial advisor currently at WEALTHFORGE DISTRIBUTORS, LLC located in Richmond, Virginia. Nicole is registered as a RR (Registered Representative) and started their career in finance in 2005. Nicole has worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nicole L Monlon, Nicole Lia Monlon
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Videos & Posts
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AMERIPRISE FINANCIAL SERVICES, LLC
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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AMERIPRISE FINANCIAL SERVICES, LLC
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Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTHFORGE DISTRIBUTORS, LLC
Contact Information
Main Address
3431 W. Leigh Street Suite B, Richmond, VA 23230Mailing Address
3431 W. Leigh Street Suite B, Richmond, VA 23230Phone Number
(804) 956-3365Established
Virginia since 10/03/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(10/7/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Nicole Monlon's CRS (Customer Relationship Summary).
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