Craig Moncey is a ChFC-designated registered investment advisor, based in Quincy, IL, with 25 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3701 East Lake Center Dr., Suite #1, Quincy, IL, 62305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is a part-owner of Moncey Properties (rental properties), Maine Street Wealth Management LLC, Quincy Office Worx LLC, SMJ LLC, and Financial Planning Services. He also sells fixed insurance products through Brokerage Unlimited, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Nylife Securities INC.Broker
Nylife Securities INC.Broker
Ascend Financial Services, INC.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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