Eldon D. Fielding-monson

MONSON WEALTH MANAGEMENT

Kennewick, WA 99336

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CRD#: 4256669

Professional summary

Eldon Dean Fielding-monson, CFP®, who also goes by Eldon Dean Monson, Eldon Monson, is a registered financial advisor currently at MONSON WEALTH MANAGEMENT, INC. located in Kennewick, Washington.

Eldon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Eldon has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eldon Dean Monson | Eldon Monson

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eldon Dean Fielding-monson'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

March 18, 2014 - Present

MONSON WEALTH MANAGEMENT, INC.

Office #1: 8503 W Clearwater Ave Suite D, Kennewick, WA 99336

RIA

CRD#: 169857

Kennewick, WA

Past

March 6, 2006 - April 28, 2014

FSIC

RIA

CRD#: 37813

KENNEWICK, WA

Past

March 6, 2006 - April 28, 2014

FSIC

CRD#: 37813

KENNEWICK, WA

Past

September 26, 2000 - March 10, 2006

WADDELL & REED

RIA

CRD#: 866

KENNEWICK, WA

Past

August 28, 2000 - March 10, 2006

WADDELL & REED

CRD#: 866

KENNEWICK, WA

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".

MONSON WEALTH MANAGEMENT, INC.

LYNN-DEAN, INC. | MONSON, ELDON | MONSON WEALTH MANAGEMENT, INC. | MONSON FINANCIAL INC. | MONSON FINANCIAL

CRD#: 169857 / SEC#: 801-122296

RIA

Registered Investment Advisory firm - (9/10/2021 Approved)

Oregon

Registered Investment Advisory firm - (10/27/2021 Terminated)

Washington

Registered Investment Advisory firm - (12/10/2021 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

Washington
(3/18/2014)

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

IAR

Series 66

Date: 9/5/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/25/2000

General Securities Representative Examination

Current Firm

MONSON WEALTH MANAGEMENT, INC.

LYNN-DEAN, INC. | MONSON, ELDON | MONSON WEALTH MANAGEMENT, INC. | MONSON FINANCIAL INC. | MONSON FINANCIAL

CRD#: 169857 / SEC#: 801-122296

RIA

Registered Investment Advisory firm - (9/10/2021 Approved)

Oregon

Registered Investment Advisory firm - (10/27/2021 Terminated)

Washington

Registered Investment Advisory firm - (12/10/2021 Terminated)

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Contact information

Main Address

8503 W Clearwater Ave Suite D, Kennewick, WA 99336

Mailing Address

Phone number

(509) 628-1358

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MONSON WEALTH MANAGEMENT ADV PART 2A 02.19.2025 (2/24/2025)

Regulatory assets under management

Total Number of Accounts	839
AUM (Assets Under Management)	$ 130,139,645

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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Eldon D. Fielding-monson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eldon Dean Fielding-monson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONSON WEALTH MANAGEMENT, INC.

FSIC

FSIC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

MONSON WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/5/2000

Series 7

Date: 8/25/2000

Current Firm

MONSON WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONSON WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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