Nathan Wade Tonsager
Investment adviser representative at Monument Wealth Management
12 yearsExperience
3 statesRegistered in
$648.4MFirm assets
14 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
Experience
12 years in the industry.
- Monument Wealth ManagementJun 2022 to now
- Monument Capital Management, LLCJun 2022 to now
- Madison Ave Securities, LLCOct 2018 to Jun 2022
- Campbell Wealth Management Inc.May 2018 to Jun 2022
- LPL Financial LLCMay 2018 to Oct 2018
- Bank of America, N.A.Jun 2017 to Apr 2018
- Merrill Lynch, Pierce, Fenner & Smith Inc.Jun 2017 to Apr 2018
- Buttonwood Partners, Inc.May 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (NY, TX, VA).
Monument Wealth Management
Legal name: Monument Capital Management, LLC
$648.4MAssets managed
239Clients
9Advisers
14 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
- 6344030
- Firm CRD
- 159882