Monument, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$89,500,000
ClientsTotal clients
141
AdvisorsAdvisors at this office
2
Of 4 advisors across 3 offices
Location
19210 Sixpenny Lane, Suite 100
Monument CO 80132
Advisors at this office
2
Advisors at this office
Shayne M
Series 65
Monument, CO
Arkenstone Financial, LLC
Shayne Momber is a financial advisor at Arkenstone Financial, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Arkenstone Financial since 2014. Arkenstone Financial, LLC serves individual clients, including high-net-worth households, and employer retirement plans by providing asset management through a wrap-fee program, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and uses a discretionary investment management approach combining asset allocation with fundamental and technical analysis across various investment vehicles.
Paul L
Series 63, Series 65
Monument, CO
Arkenstone Financial, LLC
Paul Lundeen is a financial advisor with Arkenstone Financial, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Arkenstone Financial since 2001 and also holds a leadership role as chairman at Alpine Freedom, LLC. Arkenstone Financial serves individual clients, including high-net-worth households, and employer retirement plans by offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and delivers tailored investment strategies through a wrap-fee program using a variety of investment vehicles.
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