Park E. Leacock

MONUMENT ADVISERS

CARMEL, IN 46032

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CRD#: 7360822

Professional summary

Park Elim Leacock is a registered financial advisor currently at MONUMENT ADVISERS located in Carmel, Indiana.

Park is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Park has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Park Leacock serves as founder and president of Smith & Leacock, LLC, a holding company to which a single coffee-related patent is assigned. This role takes no time during trading hours and has no connection to Monument. Park Leacock serves as founder and president of Imperium Coffee House LLC, a caf� in Brownsburg, Indiana. This role may take up to 5% of time during trading hours and has no connection to Monument.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Park Elim Leacock's 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

September 20, 2024 - Present

MONUMENT ADVISERS

Office #1: 550 Congressional Blvd Suite 350, Carmel, IN 46032

RIA

CRD#: 331623

CARMEL, IN

Past

April 14, 2021 - September 13, 2024

TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT

RIA

CRD#: 147676

BROWNSBURG, IN

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
(9/20/2024)

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

IAR

Series 65

Date: 3/30/2021

Uniform Investment Adviser Law Examination

Current Firm

MONUMENT ADVISERS

MONUMENT ADVISERS | MONUMENT VENTURES | MONUMENT ADVISERS LLC

CRD#: 331623 / SEC#:

Indiana

Registered Investment Advisory firm - (5/30/2024 Approved)

Virginia

Registered Investment Advisory firm - (7/19/2025 Approved)

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Contact information

Main Address

550 Congressional Blvd Suite 350, Carmel, IN 46032

Mailing Address

Phone number

(317) 210-1051

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 4,840,631

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Park E. Leacock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Park Elim Leacock's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONUMENT ADVISERS

TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2021

Current Firm

MONUMENT ADVISERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MONUMENT ADVISERS

TRUST BUT VERIFY

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