Stacy Jo Mongar
Investment adviser representative at Belpointe Asset Management LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$7.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Belpointe Asset Management, LLCMar 2020 to now
- Mongar Financial SolutionsAug 2013 to now
- Simplicity Financial Services, Inc.Sep 2017 to Mar 2019
- Horter Investment Management, LLCMar 2016 to Mar 2020
- Dressander/bhc dba Simplicity First dba M3 FinancialSep 2015 to Jan 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (SD).
Belpointe Asset Management LLC
$7.6BAssets managed
7,604Clients
171Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4145666
- Firm CRD
- 143440