Adam Cameron Monson

Current Employers

Employment History

• 03/2016 → Present
  Valmark Securities, Inc.
  Akron, OH
• 02/2020 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Other Businesses

AC Monson Holdings LLC; investment-related; 4572 E. Camp Lowell Dr. Tucson, AZ, 85712; Manager/Owner; 8/13/2019; 5 hours/month devoted; 0 hours during securities trading hours; pass through entity; No wages or fees. It owns investments __|__ Fixed insurance sales and service; investment related; private home address; sales and service of non-variable insurance products; agent; 8/2012; 3 hrs/month; 1 hr during trading; sales and service of non-variable insurance products __|__ Tubular Capital, LLC; Not investment related; 4572 E. Camp Lowell, Tucson, AZ, 85712; Media business; Owner / Manager; 6/01/2026; 10 hrs/mo devoted; 1 hour during trading; To receive future proceeds of NQDC book sales. Potential commercial podcast advertisements, newsletter subscriptions, paywall memberships for educational content etc. __|__ Nationwide Sponsorship for Tubular Capital, LLC Book; not investment related; 4572 E. Camp Lowell, Tucson, AZ, 85712; Sponsorship for book sales; Benefactor; 6/30/2026; 15 hours/month devoted; 1 hour during trading; Tubular Capital, LLC is working to publish and market a NQDC book. Nationwide provides sponsorship funding to Tubular Capital, LLC to offset book production costs charged by Forbes. Registrant serves as a Benefactor in connection with this sponsorship. __|__ Rental Properties; Not investment related; 2 rentals in Idaho Falls ID, and one in West Dover, VT; Wholly owned rental properties for investing purposes; Owner; 11/2024; own these rentals; 5 hours/month devoted; 0 hours during trading; properties tied to AC Monson Holdings LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-03
• S63 Uniform Securities Agent State Law Examination
  2015-06-01

Other Names

• Adam Monson