Mona Lynn Feeley

Current Employers

Whipplewood Advisors, Llc

11852 Shaffer Drive Building B, Littleton, CO 80127 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2016-06-02

CO RA
APPROVED

Since 2016-06-02

Branch Locations

11852 Shaffer Drive Building B, Littleton, CO 80127 • 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

Organization	City	State	From	To
Whipplewood Cpas	Littleton	CO	02/1999	12/2025
Whipplewood Advisors Llc	Littleton	CO	02/2016	Present
Money Forward Whipplewood Llc	Littleton	CO	12/2025	Present

02/1999 → 12/2025

Whipplewood Cpas

Littleton, CO
02/2016 → Present

Whipplewood Advisors Llc

Littleton, CO
12/2025 → Present

Money Forward Whipplewood Llc

Littleton, CO

Previous Registrations

2014-01-14 → 2016-02-05

Ffec Wealth Partners Llc

Greenwood Village, CO

Other Businesses

Money Foward Whipplewood LLC - Managing Partner, NOT INVESTMENT RELATED, THIS IS MS. FEELEY'S PRIMARY JOB. BLUE RIVER GATEWAY LLC - NOT INVESTMENT RELATED, FAMILY LLC Whipplewood CPAs PLLC - This is entity is for audit work, not investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-01-14

S65 Uniform Investment Adviser Law Examination

2014-01-14

View on SEC IAPD

Current Employers

Whipplewood Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews