Matthew Monroe

Current Employers

55 Wealth

Haubstadt, IN • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2026-01-30

IN RA
APPROVED

Since 2026-01-30

Branch Locations

Haubstadt, IN • 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
Astrazeneca	Mount Vernon	IN	08/2015	01/2017
Jjb Hilliard Wl Lyons Llc	Princeton	IN	01/2017	10/2019
Robert W. Baird & Co. Incorporated	Princeton	IN	10/2019	01/2026
55 Wealth	Haubstadt	IN	01/2026	Present

08/2015 → 01/2017

Astrazeneca

Mount Vernon, IN
01/2017 → 10/2019

Jjb Hilliard Wl Lyons Llc

Princeton, IN
10/2019 → 01/2026

Robert W. Baird & Co. Incorporated

Princeton, IN
01/2026 → Present

55 Wealth

Haubstadt, IN

Previous Registrations

2019-10-18 → 2026-02-12

Robert W. Baird & Co. Incorporated

Princeton, IN
2017-02-23 → 2019-10-18

J.J.B. Hilliard, W.L. Lyons, Llc

Princeton, IN

Other Businesses

INSURANCE AGENT- INVESTMENT RELATED-AT HAUBSTADT, IN; INSURANCE SALES, AGENT, 2017, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-22

S66 Uniform Combined State Law Examination

2017-02-22

Other Names

Matt Allen Monroe

View on SEC IAPD