Lyndsey Nicole Monahan

Employer firm

Precision Wealth Strategies, LLC CRD 299827

$711M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers

Precision Wealth Strategies, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Black Mammoth, Llc

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

Precision Wealth Strategies, Llc

St. Louis, MO

Previous Registrations

2022-07-28 → 2024-12-31

Women Inspire Wealth

Mckinney, TX
2022-02-07 → 2022-06-22

Black Mammoth Llc

Frisco, TX

Ankeny, IA
2020-06-10 → 2022-01-18

Transamerica Financial Advisors, Llc

Plano, TX

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

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-07-14

S63 Uniform Securities Agent State Law Examination

2014-07-14

Designations

Chartered Financial Consultant

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