Carter Monrad
Investment adviser representative at Momentum Independent Network Inc.
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
24 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Momentum Independent Network Inc.Oct 2025 to now
- Hilltop Securities Inc.Oct 2025 to now
- Hartmann Taylor Wealth ManagementJun 2024 to Oct 2025
- HebDec 2019 to Jun 2024
- The Woodlands TownshipMay 2019 to Sep 2019
- Kinsmen Lutheran ChurchDec 2015 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Momentum Independent Network Inc.
$1.6BAssets managed
2,879Clients
121Advisers
24 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
- 8176755
- Firm CRD
- 17587