MW
Monica L. Wahl
SPRING HILL, FL 34606
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CRD#: 8262308
MW
Monica Lynn Wahl
Professional summary
Monica Lynn Wahl, who also goes by Monica Lynn Brum, Monica Haberline, Monica Lynn Haberlin, Monica Wahl, was a registered financial advisor .
Monica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Monica had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
Monica Lynn Brum | Monica Haberline | Monica Lynn Haberlin | Monica Wahl
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. Campbell & Company Insurance Advisors, Inc.; not investment related; Spring Hill, Florida; Insurance; Treasurer; Appx 10 hrs a month, all during security hours. 2. CWH Properties, LLC; not investment related; Spring Hill, Florida; Commercial property landlord; Member; Appx 5/hrs a month, none during security hours. 3. Campbell & Co, CPAs, PA dba Campbell & Co Wealth Adv & CPAs; not investment related; Spring Hill, Florida; CPA firm; Partner, Secretary and Treasurer; Appx 50 hrs a month, all during security hours.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 11, 2026 - Present
Office #1: 7211 Hiawatha Parkway, Spring Hill, FL 34606Office #2: 15320 Cortez Blvd, Brooksville, FL 34613Office #3: 2400 Merchant Ave., Odessa, FL 33556Office #4: 2202 Highway 44 W., Inverness, FL 34452
SPRING HILL, FL
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
Florida(8/11/2026)
Current firm
No current employment
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.
