Money Concepts Advisory Service

Firm record

As recorded in SEC IAPD

Firm CRD

12963

SEC number

801-39736

Firm type

RIA

Assets under management

$4.1B as of Mar 24, 2026

Website

www.moneyconcepts.com ↗

Phone

561-472-2000

Address

11440 Jog Road, Palm Beach Gardens, FL, 33418

Advisors at this firm

358 in our index · page 7 of 8

• Scott Nolan SteinerCRD 3107297 · Bellefontaine, OH
  IA RegisteredBroker
• Jonathan David StewartCRD 2087412 · Saco, ME
  IA RegisteredBroker
  Disclosure event(s) on record
• Samuel Austin StewartCRD 2406431 · Beckley, WV
  IA RegisteredBroker
• James Edmond StilwellCRD 1716383 · Benton, AR
  IA RegisteredBroker
• Homer Harlan StoutCRD 1171311 · Hot Springs National Park, AR
  Broker
• Whitney Prescott StricklinCRD 4443725 · Scott Depot, WV
  IA RegisteredBroker
• Jesse Alexander StudyvinCRD 6972661 · Sarasota, FL
  IA RegisteredBroker
• Wesley Pryce SykesCRD 1281190 · Indianapolis, IN
  IA RegisteredBroker
• Kurt Douglas SytsmaCRD 6542804 · Grand Rapids, MI
  IA RegisteredBroker
• James F SzeszulskiCRD 4851221 · Ave Maria, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Mitchum Wilhite TapsonCRD 5344558 · Conway, AR
  IA RegisteredBroker
  Disclosure event(s) on record
• Tiffany Marie TaylorCRD 6777049 · Troy, MI
  IA RegisteredBroker
• Timothy Wayne TaylorCRD 6287060 · Fort Worth, TX
  IA RegisteredBroker
• Gina Marie TheodoreCRD 8233752 · Amherst, NH
  IA RegisteredBroker
• Amanda J TherrienCRD 5227209 · Palm Beach Gardens, FL
  Broker
• Mitzi Bates ThompsonCRD 2488656 · Melbourne, FL
  Broker
• John David ToliuszisCRD 5738173 · Westminster, CO
  IA RegisteredBroker
• Mark Allen TownsendCRD 1453290 · Placentia, CA
  IA RegisteredBroker
• Jay L TriemstraCRD 1770447 · St. John, IN
  IA RegisteredBroker
• Jennifer Grilliot TroianoCRD 6332799 · Louisville, KY
  IA RegisteredBroker
• Rodolfo ValdesCRD 1802540 · Miami, FL
  IA RegisteredBroker
• John Albert ValiskaCRD 1437093 · Danbury, CT
  IA RegisteredBroker
• Darlene Van BeekCRD 6237565 · Marietta, GA
  IA RegisteredBroker
• Anthony Evan Vande BrakeCRD 6184566 · Orange City, IA
  IA RegisteredBroker
• Justin J. VanspronsenCRD 6120486 · Grand Rapids, MI
  IA RegisteredBroker
• Harvey Eschol VarnadoeCRD 5917429 · Marietta, GA
  IA RegisteredBroker
• John Patrick WalshCRD 6974163 · Palm Beach Gardens, FL
  Broker
• Kathleen WalshCRD 1403071 · Palm Beach Gardens, FL
  Broker
• Gene Winston WalterCRD 2418827 · Lagrange, KY
  IA RegisteredBroker
• Allen D WandleCRD 4476638 · Sunbury, OH
  IA RegisteredBroker
• Norman Elmer WarnerCRD 459192 · Bernardville, NJ
  Broker
• Peter Charles WeisbergCRD 4573119 · Delray Beach, FL
  IA RegisteredBroker
• Aaron Rodney WelchCRD 4849124 · Towson, MD
  IA RegisteredBroker
• Carson Ray WellsCRD 7496034 · Fayetteville, GA
  IA RegisteredBroker
• Thomas Edward WellsCRD 6059305 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Travis Gordon WellsCRD 6599434 · Fayetteville, GA
  IA RegisteredBroker
• Michael Daniel WentlandCRD 3102560 · Wisconsin Dells, WI
  IA RegisteredBroker
• Ronald Clark WestCRD 1342519 · Huntington, WV
  IA RegisteredBroker
• Ella Lampkin WeymonCRD 2514397 · Holland, MI
  IA RegisteredBroker
• Patrick Fitzgerald WhiteCRD 4390795 · Paducah, KY
  Broker
• Robert Ashley WhiteCRD 1926824 · Pleasant Hill, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• William Joseph WillsonCRD 2659138 · Reno, NV
  IA RegisteredBroker
• Carol Ann WinburnCRD 3086525 · Butler, MO
  IA RegisteredBroker
• Gregory WojtusiakCRD 2666879 · Palm Beach Gardens, FL
  Broker
• Daniel David WolfCRD 2015902 · Cincinnati, OH
  IA RegisteredBroker
• Kathryn Leigh WoodCRD 3202862 · Wake Forest, NC
  IA RegisteredBroker
• Constance R WoodsCRD 4451930 · Vandalia, OH
  IA RegisteredBroker
• John Wesley WoodsCRD 1526151 · Vandalia, OH
  IA RegisteredBroker
• Jonathan Errol WootenCRD 2475406 · Paducah, KY
  IA RegisteredBroker
• Troy D WootenCRD 4252438 · Fort Wayne, IN
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.