Mona Lynn Feeley
Investment adviser representative at Whipplewood Advisors, LLC
27 yearsExperience
1 stateRegistered in
$324.5MFirm assets
6 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
Experience
27 years in the industry.
- Money Forward Whipplewood LLCDec 2025 to now
- Whipplewood Advisors, LLCFeb 2016 to now
- Whipplewood CpasFeb 1999 to Dec 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CO).
Whipplewood Advisors, LLC
$324.5MAssets managed
377Clients
5Advisers
6 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
- 6233075
- Firm CRD
- 282860