Advisor at Secure Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Secure Investment Management, LLC
Location
Tucson, AZ 85741
Credentials
Series 63, Series 65
Industry experience
6 years
Mitchell Monson is a financial advisor at Secure Investment Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including WealthPro Group, LLC and LifePro Asset Management, LLC. Monson also dedicates a portion of his time to insurance-related activities as an independent agent with Secure Income Management, LLC. Secure Investment Management serves individuals, business entities, trusts, and estates, providing investment advisory, portfolio management, and financial planning services to both non-high-net-worth and high-net-worth clients. The firm employs a long-term, quantitative, factor-based approach using globally diversified portfolios and offers tailored, tax-efficient strategies through various investment platforms.
Based on Secure Investment Management, LLC
Based on Secure Investment Management, LLC
Full financial plan including estate planning and asset map available for $1,300
$0.00 - $100,000.00: 0.35% $100,000.01 - $250,000.00: 0.30% $250,000.01 - $1,000,000.00: 0.20% $1,000,000.01+: 0.10%
$250 per hour with a minimum charge of $1,250 (5-hour minimum) for financial planning services
Account minimum: $25,000 (may be waived at SIM's sole discretion)
3067 W. Ina Road, #125
Tucson, AZ 85741
Arizona · California
Secure Income Management, LLC
2025 - Present (1 year)
Secure Investment Management LLC
2025 - Present (1 year)
Financial Gravity Family Office Services, LLC
2025 - 2025 (1 year)
Integrity Advisory Solutions
2025 - 2025 (1 year)
Benchmark Electronics, Inc
2022 - 2025 (3 years)
LifePro Asset Management, LLC
2019 - 2025 (6 years)
Store Capital
2016 - 2019 (3 years)
WealthPro Group, LLC.
2016 - 2025 (9 years)
Monson Capital Advisory
2015 - 2025 (10 years)
Fast Med Urgent Care
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Tucson, AZ
GuideSource Capital Management, LLC
Series 63, Series 65
Tucson, AZ
Hobbs Advisory Services
CFP®
Tucson, AZ
Beckett Collective
CFP®
Tucson, AZ
Forthright Finances LLC
Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.
Series 63, Series 65
Marana, AZ
R.B. Financial Group
Series 65
Tucson, AZ
Agave Wealth Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")