# MONTICELLO INVESTMENT SERVICES, INC.

MONTICELLO INVESTMENT SERVICES, INC. of NEOSHO, MO is an SEC-registered investment adviser.

## Registration

- CRD: 140851
- Type: SEC-registered investment adviser
- SEC file number: 801-73177
- Location: 427-A COLER, NEOSHO, MO, 64850
- Phone: 417-437-7160
- Latest filing: 2016-03-31
- Regulatory AUM: $53.0M
- Non-discretionary AUM: $53.0M
- Clients: 3
- Accounts: 315

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| BOND SUZANNE LINDA | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| YOUNG SHAUN DARNELL | PRESIDENT, IA REP & DESIGNATED PRINCIPAL,; PRESIDENT, IA REP & DESIGNATED PRINCIPAL, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, IA REP & DESIGNATED PRINCIPAL (CHIEF COMPLIANCE OFFICER) | — |
| STINNETT JEFFREY KYLE | OWNER; PRESIDENT AND IA REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140851/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140851/similar
- Related entities: https://search.stillhousedata.com/firm/140851/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140851

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.