Toby Huelsman is a control person of Monetary Solutions and directly owns between 25% and 50% of it.
Monetary Solutions is an investment adviser based in Dayton, OH, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $140 million, as filed on 18 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7501180
- Firm
- Monetary Solutions · CRD 121217
- Role
- Vice President
- In role since
- December 2021 · 4 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Dayton, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Toby Huelsman work?
Toby Huelsman has been Vice President of Monetary Solutions, LTD. since December 2021, and is a control person of the firm.
How can I verify Toby Huelsman’s record?
Toby Huelsman’s role is listed on Monetary Solutions, LTD.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 121217.