Nicole Renee Allen
Investment adviser representative at Monarch Wealth Strategies
13 yearsExperience
1 stateRegistered in
$463.5MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Monarch Wealth StrategiesJun 2019 to now
- Union BankSep 2017 to Jun 2019
- NoneApr 2017 to Aug 2017
- Sf Puppy PrepJan 2013 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Monarch Wealth Strategies
$463.5MAssets managed
396Clients
8Advisers
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
- 7127630
- Firm CRD
- 136029