Monarch Wealth Management, Inc.

www.monarchwm.com

Monarch Wealth Management, Inc. is an independent wealth management and investment advisory firm serving the needs of individuals, families, and corporations. Supported by of one of the largest independent broker dealers in the U.S.*, LPL Financial, we deliver the strength, expertise and resources of a large financial firm with the level of attention and service only found in smaller, more specialized firms. *As reported in Financial Planning magazine, based on annual revenues 1996-2008.

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Monarch Wealth Management, Inc. is an independent wealth management and investment advisory firm serving the needs of individuals, families, and corporations. Supported by of one of the largest independent broker dealers in the U.S.*, LPL Financial, we deliver the strength, expertise and resources of a large financial firm with the level of attention and service only found in smaller, more specialized firms. *As reported in Financial Planning magazine, based on annual revenues 1996-2008.

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Country

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State

Wisconsin

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City (Headquarters)

Milwaukee

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Employees

1-10

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Founded

2007

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Branch Operations Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Certfied Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Advisor

    Email ****** @****.com
    Phone (***) ****-****

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