Brian Monske has been Managing Director of AllPoint Financial Group since December 2020, is a control person of the firm and directly owns between 25% and 50% of it.
Allpoint Financial Group LLC is a Petaluma, CA firm with $117M under management, 431 clients and 4 advisers across 5 offices, as of its June 2026 filing.
Brian Monske’s longest registration was 8 years at SLR Financial (2015–2023). Before joining AllPoint Financial Group in 2021, Brian Monske was registered through SLR Financial and J.P. Morgan Securities LLC.
- LPL Financial LLCAlso current– present · 3 yearsNapa, CA · Adviser representative · Firm CRD 6413
- SLR Financial– · 8 yearsSanta Rosa, CA · Adviser representative · Firm CRD 167652
- J.P. Morgan Securities LLC– · 2 yearsNapa, CA · Adviser representative · Firm CRD 79
- Chase Investment Services Corp.– · 2 yearsNapa, CA · Adviser representative · Firm CRD 25574
Investment adviser representative registrations
Brian Monske is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2021; the most recent is Texas, in July 2026.
- CaliforniaSince 3 March 2021
- TexasResidentSince 14 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 July 2005 |
| Series 7 | General Securities Representative Examination | 14 July 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Christopher Monske
- CRD
- 4592318
- Firm
- AllPoint Financial Group · CRD 301028
- Role
- Managing Director
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Brian Monske work?
Brian Monske has been Managing Director of Allpoint Financial Group LLC since December 2020, and is a control person of the firm.
Is Brian Monske a financial advisor?
Yes. Brian Monske has a current investment-adviser registration in California and Texas, through AllPoint Financial Group since March 2021.
How many years of experience does Brian Monske have?
Brian Monske has 21 years in the financial industry, since August 2005, across 5 adviser firms.
What exams has Brian Monske passed?
Brian Monske has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 2005. FINRA credited Brian Monske with the SIE, which began in October 2018.
Where did Brian Monske work before AllPoint Financial Group?
Before AllPoint Financial Group, Brian Monske was registered through J.P. Morgan Securities LLC, October 2012 to February 2015; Chase Investment Services Corp., June 2010 to October 2012.
Is Brian Monske registered with FINRA?
Yes. Brian Monske has a current broker registration, under CRD 4592318.
Source: FINRA BrokerCheck
How can I verify Brian Monske’s record?
Search CRD 4592318 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Monske’s full registration record.