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Inactive

Hunter Bartholomew

Monon Wealth Management

Carmel, IN

CRD 7972531

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Employer firm

Monon Wealth Management CRD 289413

$547M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Monon Wealth Management

99 E Carmel Dr. Suite 160, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-08-22
  • IN RA
    APPROVED
    Since 2024-08-22

Branch Locations

99 E Carmel Dr. Suite 160, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Monon Wealth Management Carmel IN 08/2021 Present
Monon Wealth Management Carmel IN 06/2021 08/2021
College Of The Holy Cross Worcester MA 08/2017 05/2021
Kleenit Commercial Cleaning Indianapolis IN 05/2019 08/2019
Hamilton Southeastern High School Fishers IN 08/2013 08/2017
  • 08/2021 → Present
    Monon Wealth Management
    Carmel, IN
  • 06/2021 → 08/2021
    Monon Wealth Management
    Carmel, IN
  • 08/2017 → 05/2021
    College Of The Holy Cross
    Worcester, MA
  • 05/2019 → 08/2019
    Kleenit Commercial Cleaning
    Indianapolis, IN
  • 08/2013 → 08/2017
    Hamilton Southeastern High School
    Fishers, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-10
S66 Uniform Combined State Law Examination 2022-04-11
  • S65 Uniform Investment Adviser Law Examination
    2024-08-10
  • S66 Uniform Combined State Law Examination
    2022-04-11

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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