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Shayne Christopher Momber

Arkenstone Financial, LLC

Monument, CO

CRD 6291993

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Employer firm

Arkenstone Financial, LLC CRD 153530

$97.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Arkenstone Financial, Llc

19210 Sixpenny Lane, Ste. 100, Monument, CO 80132 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-01-21
CO RA APPROVED 2014-01-21
  • CA RA
    APPROVED
    Since 2014-01-21
  • CO RA
    APPROVED
    Since 2014-01-21

Branch Locations

19210 Sixpenny Lane, Ste. 100, Monument, CO 80132 • 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
Arkenstone Financial, Llc Monument CO 01/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-25
  • S65 Uniform Investment Adviser Law Examination
    2013-11-25

View on SEC IAPD

Nearby Firms

FINANCIAL ACTION, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MWA FINANCIAL SERVICES INC.

Nearby Investors

MEREDETH LIAN MCDOWELL IVERSEN
CHRISTOPHER BRIAN REED
JASON JOHN ROQUE

Nearby Offices

FINANCIAL ACTION, INC. · MONUMENT, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Monument, CO
MWA FINANCIAL SERVICES INC. · Monument, CO

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