Stephanie S. Wilson

MONON WEALTH MANAGEMENT

Carmel, IN 46032

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CRD#: 5186882

Professional summary

Stephanie Sue Wilson, CFP®, who also goes by Stephanie Sue Reinhold, Reinhold, Stephanie Wilson, is a registered financial advisor currently at MONON WEALTH MANAGEMENT located in Carmel, Indiana.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Stephanie has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephanie Sue Reinhold | Reinhold | Stephanie Wilson

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. Insurance. Not Investment Related. 99 East Carmel Drive, Suite 160, Carmel, IN 46032. Insurance business. Agent. Start 6/2006. 4 hours per month during trading. Discussing life insurance needs with clients, taking applications, and delivering applications. 2. Notary Public for Indiana. Not an Investment. Same as reported business location. Public notary. Start in 1999. 1 hour per month. Public notary service is offered only to clients with no additional compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Sue Wilson'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: 2022

Experience

Current

September 29, 2017 - Present

MONON WEALTH MANAGEMENT

Office #1: 99 E Carmel Dr. Suite 160, Carmel, IN 46032

RIA

CRD#: 289413

Carmel, IN

Past

October 2, 2017 - May 16, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Carmel, IN

Past

October 3, 2014 - October 2, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CARMEL, IN

Past

October 3, 2014 - October 2, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

CARMEL, IN

Past

April 21, 2014 - October 9, 2014

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

CARMEL, IN

Past

October 25, 2006 - October 9, 2014

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CARMEL, IN

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
(9/29/2017)

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: 4/21/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/31/2006

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: 3/4/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/24/2006

Investment Company Products/Variable Contracts 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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Stephanie S. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Sue Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

MONON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 4/21/2014

Series 63

Date: 8/31/2006

SIE

Date: 10/1/2018

Series 7

Date: 3/4/2014

Series 6

Date: 10/24/2006

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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