Monarch Wealth Advisors
Strives to provide superior service to our clients in an environment of integrity and trust. We are committed to providing a disciplined, consultative approach to investing that is tailored to our client's individual goals. Helping you achieve your dreams begins with a clear understanding of your personal goals and objectives and developing a realistic plan designed to pursue them. We start with your life and plan your money around it! Our primary goal is to help create, grow, manage and preserve your retirement income. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social This information is intended for use only by residents of (AK, AL, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KY, MA, ME, MD, MN, MO, MT, NC, ND, NJ, NM, OH, OR, SC, SD, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.
7-day free trial · no credit card
Verified contacts
9
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 9 verified contacts at Monarch Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- DW
Dan Wilson
Wealth Management Advisor · Finance & Accounting
EmailPhone - ED
Elise Dingman
Account Administrator · Finance & Accounting
EmailPhone - ER
Elise Ringler
Account Administrator · Finance & Accounting
EmailPhone - JB
Josh Baltzer
Financial Advisor · Finance & Accounting
EmailPhone - KH
Kendra Holmgren
Client Associate · Customer/Client Service
EmailPhone - CS
Chris Stewart
Partner · General Business & Management
EmailPhone - RV
Ryan Voxland
Managing Partner · General Business & Management
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Monarch Wealth Advisors
6 distinct titles indexed · top 6 shown.
- 2account administrator
- 2client associate
- 2wealth management advisor
- 1financial advisor
- 1managing partner
- 1partner
Sign up to unlock all 9 contacts at Monarch Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Monarch Wealth Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.