Mitchell Monson
Investment adviser representative at Mbe Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$977.1MFirm assets
9 yearsFirm in business
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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
Experience
10 years in the industry.
- Mbe Wealth Management, LLCJul 2026 to now
- Tlg Advisors Inc.May 2026 to Jun 2026
- Secure Investment Management LLCAug 2025 to Apr 2026
- Financial Gravity Family Office Services, LLCJul 2025 to Aug 2025
- Integrity Advisory SolutionsMar 2025 to Jun 2025
- Benchmark Electronics, IncFeb 2022 to Apr 2025
- Lifepro Asset Management, LLCNov 2019 to Jan 2025
- Wealthpro Group, LLC.Oct 2016 to Aug 2025
- Store Capital, IncApr 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Mbe Wealth Management, LLC
$977.1MAssets managed
2,598Clients
13Advisers
9 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
- 4425228
- Firm CRD
- 165516