Gay Ann Monninger

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 07/2021
  Wells Fargo Advisors Financial Network Llc
  Terre Haute, IN
• 07/2021 → Present
  Raymond James Financial Services, Inc.
  Terre Haute, IN
• 07/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Terre Haute, IN

Previous Registrations

• 2009-09-04 → 2021-07-30
  Wells Fargo Advisors Financial Network, Llc
  Terre Haute, IN
  Eufaula, AL
• 2008-01-01 → 2009-09-04
  Wells Fargo Clearing Services, Llc
  Terre Haute, IN
• 2001-04-05 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Terre Haute, IN
  Terre Haute, IN
  St. Louis, MO

Other Businesses

(1)Name of Business: Address: 3075 Harrison Woods Road, Terre Haute, IN, 47805, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect Rent. (2)Name of Business: Aero K Aviation Address: 581 S Airport Street, Terre Haute, IN, 47803, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/20/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To maintain the aircraft. (3)Name of Business: ENCORE AVIATION, LLC Address: 3075 Harrison Woods Road, Terre Haute, IN, 47805, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/28/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company for a private use aircraft. (4)Name of Business: Monninger Asset Management Address: 328 S 5th Street, Terre Haute, IN, 47807, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain the office building. (5)Name of Business: N413ZM Address: 581 S. Airport Street, Terre Haute, IN, 47803, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company for a single engine aircraft, record keeping for the corporation. (6)Name of Business: Swan Street Financial Address: 328 S 5th Street, Terre Haute, IN, 47807, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - CEO Investment Related: No Start Date: 09/20/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-06
• S63 Uniform Securities Agent State Law Examination
  1995-11-10

Designations

• Certified Financial Planner

Other Names

• Gay Ann Kester
• Gay Ann Butts
• Gayann Weaver
• Gay Ann Weaver
• Gay Ann Monninger
• Gay Monninger
• Gay Ann Monninger