Lyndsey N. Monahan

PRECISION WEALTH STRATEGIES

Frisco, TX

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CRD#: 6363554

Professional summary

Lyndsey Nicole Monahan, ChFC®, CLU®, who also goes by Lyndsey Nicole Hoselton, Lyndsey Nicole Hoselton, Lyndsey Nicole Monahan - Rhode, Lyndsey Nicole Monahan, Lyndsey Monahan Rhode, Lyndsey M Rhode, Lyndsey Monahan Rhode, is a registered financial advisor currently at PRECISION WEALTH STRATEGIES, LLC located in Frisco, Texas.

Lyndsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lyndsey has worked at 6 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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. INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; INSURANCE; INSURANCE AGENT; START 12/2008; APPROXIMATELY 1 HOUR PER MONTH; APPROXIMATELY 1 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES. 2. TWO KITES, LLC; NOT INVESTMENT-RELATED; 13696 THORNTON DRIVE, FRISCO, TX 75035; FAMILY FARM; CO-OWNER; 01/2022; 1 HOUR PER MONTH, NONE DURING TRADING HOURS; MANAGE OPERATIONS. 3. LYNDSEY MONAHAN CONSULTING; NOT INVESTMENT-RELATED; 7300 STATE HIGHWAY 121, SUITE 300, MCKINNEY, TX 75070; ADMINSTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES; CEO; 05/05/2024; 5 HOURS PER MONTH; DUTIES ARE THAT OF A CEO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyndsey Nicole Monahan'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®

ChFC^®

Chartered Financial Consultant

CRD#: 16164

PLANO, TX

Past

March 23, 2018 - March 10, 2020

NYLIFE SECURITIES LLC

CRD#: 5167

FRISCO, TX

Past

August 6, 2014 - March 1, 2018

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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".

PRECISION WEALTH STRATEGIES, LLC

CRD#: 299827 / SEC#: 801-114482

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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

Texas
(6/4/2024)

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

Series 63

Date: 7/14/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/5/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/6/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRECISION WEALTH STRATEGIES, LLC

CRD#: 299827 / SEC#: 801-114482

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

4622 Macklind Ave, St. Louis, MO 63109

Mailing Address

Phone number

(314) 994-6460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PWS PART 2A WRAP BROCHURE (10/9/2025)

PWS PART 2A BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	1,085
AUM (Assets Under Management)	$ 386,268,992

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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Firm Stability Insights

Lyndsey N. Monahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyndsey Nicole Monahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOMEN INSPIRE WEALTH

BLACK MAMMOTH LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

NYLIFE SECURITIES LLC

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

PRECISION WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/14/2014

Series 7TO

Date: 8/5/2019

SIE

Date: 10/1/2018

Series 6

Date: 8/6/2014

Current Firm

PRECISION WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRECISION WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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