Mitchell Monson has been an investment adviser representative at MBE Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Mbe Wealth Management, LLC is a Tomah, WI firm with $977M under management, 2,598 clients and 10 advisers across 8 offices, as of its July 2026 filing.
Mitchell Monson’s longest registration was 5 years at Lifepro Asset Management (2019–2025). Before joining MBE Wealth Management in 2026, Mitchell Monson was registered through TLG Advisors, Inc. and Secure Investment Management, LLC.
- Mbe Wealth Management, LLCCurrent– present · under a yearChandler, AZ · Adviser representative · Firm CRD 165516
- TLG Advisors, Inc.– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 111052
- Secure Investment Management, LLC– · under a yearTucson, AZ · Adviser representative · Firm CRD 141195
- Financial Gravity Family Office Services, LLC– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 316024
- Integrity Advisory Solutions– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 288817
- Lifepro Asset Management– · 5 yearsPhoenix, AZ · Adviser representative · Firm CRD 285252
Investment adviser representative registrations
Mitchell Monson is registered as an investment adviser representative in Arizona, since July 2026.
- ArizonaSince 2 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 September 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 December 2004 |
| Series 7 | General Securities Representative Examination | 22 May 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4425228
- Firm
- MBE Wealth Management · CRD 165516
- Office
- 2370 W RAY RD, Chandler, AZ 85224
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Mitchell Monson work?
Mitchell Monson is an investment adviser representative registered through Mbe Wealth Management, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Mitchell Monson a financial advisor?
Yes. Mitchell Monson has a current investment-adviser registration in Arizona, through MBE Wealth Management since July 2026.
How many years of experience does Mitchell Monson have?
Mitchell Monson has 6 years in the financial industry, since February 2020, across 6 adviser firms.
What exams has Mitchell Monson passed?
Mitchell Monson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 2002.
Where did Mitchell Monson work before MBE Wealth Management?
Before MBE Wealth Management, Mitchell Monson was registered through TLG Advisors, Inc., May 2026 to June 2026; Secure Investment Management, LLC, August 2025 to April 2026; Financial Gravity Family Office Services, LLC, July 2025 to August 2025; Integrity Advisory Solutions, March 2025 to June 2025; Lifepro Asset Management, November 2019 to January 2025.
Where is Mitchell Monson based?
Mitchell Monson’s registered office is in Chandler, AZ.
Is Mitchell Monson registered with FINRA?
No. Mitchell Monson has no current broker registration.
How can I verify Mitchell Monson’s record?
Search CRD 4425228 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitchell Monson’s full registration record.