Rocky Cleo Monson
Investment adviser representative at Buck Wealth Strategies, LLC
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
4 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 assetsFixed 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
12 years in the industry.
- Buck Financial ServicesSep 2026 to now
- Buck Wealth Strategies, LLCSep 2026 to now
- E.A Buck Insurance d/b/a Buck Financial ServicesSep 2026 to now
- Foundations Investment Advisors, LLCMay 2024 to Sep 2026
- Fisher InvestmentsDec 2016 to May 2024
- ScottradeSep 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (OR).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 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
- 5904149
- Firm CRD
- 322138