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IT

Irene T. Timmons

MONARCH WEALTH STRATEGIES
Santa Maria, CA 93455
Some features on this profile are disabled
CRD#: 4719084
IT

Professional summary

Irene Therese Timmons MRS., who also goes by Irene Therese Maldonado Ms., Irene Therese Timmons, is a registered financial advisor currently at MONARCH WEALTH STRATEGIES located in Santa Maria, California.

Irene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Irene has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Irene Therese Maldonado Ms. | Irene Therese Timmons

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 Irene Therese Timmons MRS.'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 13, 2020 - Present

MONARCH WEALTH STRATEGIES

Office #1: 2151 South College Drive Suite 204, Santa Maria, CA 93455
RIA
CRD#: 136029
Santa Maria, CA
Past

May 22, 2020 - December 15, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
SANTA MARIA, CA
Past

November 8, 2005 - December 15, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
SANTA MARIA, CA

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
MONARCH WEALTH STRATEGIES
MAY WEALTH MANAGEMENT GROUP | MONARCH WEALTH STRATEGIES | MAY, SHERI LYNN

CRD#: 136029 / SEC#: 801-118775

RIA
Registered Investment Advisory firm - (5/22/2020 Approved)
California
Registered Investment Advisory firm - (10/6/2020 Terminated)

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
California
(10/13/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/7/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/1/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/7/2005
General Securities Representative Examination

Current Firm

MW
MONARCH WEALTH STRATEGIES
MAY WEALTH MANAGEMENT GROUP | MONARCH WEALTH STRATEGIES | MAY, SHERI LYNN

CRD#: 136029 / SEC#: 801-118775

RIA
Registered Investment Advisory firm - (5/22/2020 Approved)
California
Registered Investment Advisory firm - (10/6/2020 Terminated)
Loading...

Contact information

Main Address
222 East Carillo Street Suite 208, Santa Barbara, CA 93101
Mailing Address
Phone number
(805) 564-0800
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MONARCH WEALTH STRATEGIES PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts976
AUM (Assets Under Management)$ 434,765,478

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.

Company Information

MONARCH WEALTH STRATEGIES

CRD#: 136029Santa Maria, CA 93455

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