Michael Monahan is a registered investment advisor, based in Mineapolis, MN, with 13 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5500 Wayzata Blvd Suite 510, Mineapolis, MN, 55416
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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
Michael works for Lockton Companies, LLC as an insurance broker providing general insurance brokerage services, dedicating minimal time to this role. He also provides investment advisory services through Lockton Investment Advisors, LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Lockton Investment Securities, LLC
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Focus Capital Group, INC.Broker
The Oak Ridge Financial Services Group, INC.Broker
State Registrations1 state
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.