Steven T Wilkinson
President, Cco, MemberMonarch Plan AdvisorsCRD 5294043
About Steven T Wilkinson
Steven T Wilkinson is listed as President, Cco, Member at Monarch Plan Advisors in Simi Valley, CA. Form ADV reports a beneficial ownership band of Over 75%. Steven T Wilkinson is associated with 3 registered advisers.
Reported ownership
Owns Over 75% of Monarch Plan Advisors
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Steven T Wilkinson work?
Steven T Wilkinson is listed as President, Cco, Member at Monarch Plan Advisors on SEC Form ADV.
How much of Monarch Plan Advisors does Steven T Wilkinson own?
Form ADV reports a beneficial ownership band of Over 75%.
Monarch Plan Advisors
| Title | President, Cco, Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2013 |
3(38) Investment Fiduciaries Inc.
| Title | President & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |
3(38) Investment Fiduciaries Inc.
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2018 |