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Monocot Wealth Management, LLC
SEC-regulated
Registered investment advisor
Monocot Wealth Management, LLC, led by Josephus L. Teurlings, a Chartered Financial Analyst (CFA®), Certified Financial Planner™ (CFP®), and Certified Investment Management Analyst (CIMA®), offers financial advisory services. Mr. Teurlings, with a background at UBS Financial Services, Inc., is the owner and Chief Compliance Officer of Monocot Wealth Management since April 2016. As a fiduciary, he acts in the best interest of clients, despite being a registered representative of Purshe Kaplan Sterling Investments, Inc., and a licensed insurance agent. There are no disciplinary events related to Mr. Teurlings. He does not receive additional compensation beyond advisory fees, ensuring transparency. Mr. Teurlings is the sole owner and Chief Compliance Officer, abiding by the firm's Code of Ethics. He has no involvement in arbitration claims exceeding $2,500 or any civil, self-regulatory organization, or administrative proceedings. Clients can access more information about Mr. Teurlings on the SEC's website.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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