Leo Kenneth Monaghan

Current Employers

Employment History

• 11/1989 → Present
  Osaic
  Manchester, IA

Other Businesses

1. MONAGHAN FINANCIAL SERVICES, LTD POSITION: Employee NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/08/1986 ADDRESS: 208 N Franklin St., Manchester IA 52057, United States DESCRIPTION: Prepare tax returns 2. MONAGHAN RENTAL POSITION: joint owner NATURE: sole prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1991 ADDRESS: 117 Crescent Dr, Manchester IA 52057, United States DESCRIPTION: net lease. collect rent check. make sure ins and taxes are pd by renter 3. CLASS OF 1970 ENDOWMENT POSITION: committee member NATURE: Profit/non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2024 ADDRESS: 117 Crescent Dr, MANCHESTER IA 52057, United States DESCRIPTION: help organize a scholarship fund in the name of our high school graduating class. Meet with several other former classmates to communicate the need for a scholarship fund and make contacts of former classmates to raise funds. Anticipate a goal for the entire fund to be $10000. This is a very informal committee of our class. There are no by-laws or formal organization. This is an initiative by 3 classmates to start a recognition of high school students who have overcome great obstacles. The H S principal will make all decisions about recipients. Any funds raised will be mailed to and controlled by the Greater Community Foundation of Dubuque. We are a non-profit and the Foundation is a 501 c3b. 4. LEO MONAGHAN POSITION: attorney in fact NATURE: Power of Attorney INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/02/2025 ADDRESS: 117 Crescent Dr, Manchester IA 52057, United States DESCRIPTION: review bank records and any necessary calls to reconcile for my brother who is 83 years old and needs assistance to safeguard his financial interests

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-02
• S63 Uniform Securities Agent State Law Examination
  1986-07-23