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Lyndsey Nicole Monahan

Precision Wealth Strategies, LLC

Frisco, TX

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Current Employers
Precision Wealth Strategies, Llc

4622 Macklind Ave, St. Louis, MO 63109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-04
  • TX RA
    APPROVED
    Since 2024-06-04

Branch Locations

Frisco, TX • 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
Transamerica Financial Advisors, Inc. Frisco TX 03/2020 01/2022
World Financial Group, Inc. Plano TX 03/2020 01/2022
Black Mammoth, Llc West Des Moines IA 01/2022 06/2022
Lyndsey Monahan State Farm Sachse TX 01/2015 02/2018
New York Life Dallas TX 02/2018 03/2020
Women Inspire Wealth, Llc Mckinney TX 04/2022 Present
Precision Wealth Strategies, Llc St. Louis MO 06/2024 Present
  • 03/2020 → 01/2022
    Transamerica Financial Advisors, Inc.
    Frisco, TX
  • 03/2020 → 01/2022
    World Financial Group, Inc.
    Plano, TX
  • 01/2022 → 06/2022
    West Des Moines, IA
  • 01/2015 → 02/2018
    Lyndsey Monahan State Farm
    Sachse, TX
  • 02/2018 → 03/2020
    New York Life
    Dallas, TX
  • 04/2022 → Present
    Women Inspire Wealth, Llc
    Mckinney, TX
  • 06/2024 → Present
    St. Louis, MO
Previous Registrations
Other Businesses

1. INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; INSURANCE; INSURANCE AGENT; START 12/2008; APPROXIMATELY 1 HOUR PER MONTH; APPROXIMATELY 1 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES. 2. TWO KITES, LLC; NOT INVESTMENT-RELATED; 13696 THORNTON DRIVE, FRISCO, TX 75035; FAMILY FARM; CO-OWNER; 01/2022; 1 HOUR PER MONTH, NONE DURING TRADING HOURS; MANAGE OPERATIONS. 3. LYNDSEY MONAHAN CONSULTING; NOT INVESTMENT-RELATED; 7300 STATE HIGHWAY 121, SUITE 300, MCKINNEY, TX 75070; ADMINSTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES; CEO; 05/05/2024; 5 HOURS PER MONTH; DUTIES ARE THAT OF A CEO.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-07-14
  • S63 Uniform Securities Agent State Law Examination
    2014-07-14
Designations
Other Names
  • Lyndsey Nicole Hoselton
  • Lyndsey Nicole Monahan
  • Lyndsey Nicole Monahan - Rhode
  • Lyndsey Monahan Rhode
  • Lyndsey Monahan Rhode
  • Lyndsey Nicole Hoselton
  • Lyndsey M Rhode

View on SEC IAPD

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