Monroe Financial Partners, Inc. accounts are held at National Financial Services LLC.
For more information on opening an account with Monroe please call
Steve Schroeder at 312 506-8743 or email him at firstname.lastname@example.org.
SEC Rule 606 Order Routing Information
If you are a customer of Monroe and would like specific routing information on your order, please contact us.
Monroe Financial Partners, Inc. Business Continuity Plan
Member of SIPC, which protects securities customers of its members up to $500,000 (including $100,000 for claims of cash). Explanatory brochure available upon request or at sipc.org.*
National Financial Services has arranged for additional coverage to be provided by Lloyd’s of London. This coverage is in excess of the coverage provided by SIPC. For more information about this coverage, please contact us.
* Coverage does not protect against losses from changes in the market value of investments
For Retail Investors
Finra's BrokerCheck for Monroe Financial Partners, Inc. can be found here, pursuant to Rule 2210.