2019 -now Financial and Insurance Resource Specialist @
2020 -now Investment Advisor Representative @
2016 -2020 Investment Advisor Representative @
2015 -2019 Regional Vice President @
2013 -2015 Regional Vice President @
2013 -2015 Reg Rep @
2011 -2013 Regional Vice President @ The ASA Group
2002 -2011 Account Executive @
Stacy Mongar Education
Colorado Technical University-Sioux Falls
Associates (Accounting)
1999-2002
Stacy Mongar Skills
Estate Planning
Financial Advisory
FINRA
Series 63
Consultative Selling
Fixed Annuities
Retirement
Customer Service
Long Term Care
Insurance
Financial Services
Wealth
Retirement Planning
Financial Planning
Mutual Funds
Life Insurance
Series 7
Stacy Mongar Summary
Stacy Mongar, based in Sioux Falls, SD, US, is currently a Financial and Insurance Resource Specialist at Farmers Union Insurance. Stacy Mongar brings experience from previous roles at Belpointe Asset Management, Horter Investment Management, LLC, M3 Financial and Nautic Financial Group, LLC.. Stacy Mongar holds a 1999 - 2002 Associates in Accounting @ Colorado Technical University-Sioux Falls. With a robust skill set that includes Estate Planning, Financial Advisory, FINRA, Series 63, Consultative Selling and more. Stacy Mongar has 3 emails and 1 mobile phone numbers on RocketReach.
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