Lyndsey Nicole Monahan
Investment adviser representative at Precision Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$711MFirm 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
Experience
11 years in the industry.
- Precision Wealth Strategies, LLCJun 2024 to now
- Women Inspire Wealth, LLCApr 2022 to now
- Black Mammoth, LLCJan 2022 to Jun 2022
- Transamerica Financial Advisors, Inc.Mar 2020 to Jan 2022
- World Financial Group, Inc.Mar 2020 to Jan 2022
- New York LifeFeb 2018 to Mar 2020
- Lyndsey Monahan State FarmJan 2015 to Feb 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Precision Wealth Strategies, LLC
$711MAssets managed
472Clients
8Advisers
7 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
- 6363554
- Firm CRD
- 299827