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New Financial Services Businesses in Monument, CO

4 financial services businesses recently registered in Monument, Colorado.

Updated July 28, 2026 · Most recent filing Jun 4, 2026

4
Total Filings
Jun 4, 2026
Most Recent
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About Financial Services Businesses in Monument

This page lists new financial services businesses registered in Monument, Colorado. We currently track 4, sourced directly from the Colorado Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include Legacy Ascent Holdings, Kay Financial Services, and Financial Thinking Partner. The most recent financial services filing was on Jun 4, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Monument, this is one of the freshest prospect lists in the market.

All Filings

Legacy Ascent Holdings

Jun 4, 2026
Financial ServicesVerifiedMonument, CO

Legacy Ascent Holdings is an investment management firm based in Monument, Colorado, specializing in fiduciary retirement planning and tax-efficient strategies.

Kay Financial Services

Feb 9, 2026
Financial ServicesVerifiedMonument, CO

Kay Financial Services LLC is a financial services firm based in Monument, Colorado. The company's website offers a contact page and likely provides financial planning or advisory services.

Financial Thinking Partner

Oct 22, 2025
Financial ServicesVerifiedMonument, CO

Financial Thinking Partner is a Colorado Registered Investment Adviser offering intentional financial planning for individuals seeking to build a life worth living.

Alpine Freedom

Jul 16, 2025
Financial ServicesVerifiedMonument, CO

Alpine Freedom LLC is a financial advisory firm based in Monument, Colorado. The firm is associated with financial advisor Paul Lundeen, who works with Arkenstone Financial, LLC. The business registration address is 19210 Sixpenny Ln, Monument, CO 80132. This is a small, local financial advisory practice.

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