portrait of Katherine Monkman
FINANCIAL ADVISOR

Katherine Monkman

CFP®, AAMS™, CRPC™, CRPS™, AFFP®
215 Brooks Ave N, Thief River Falls, MN 56701opens in a new window
CallSend Me a Message

About Katherine

I came to Edward Jones in 2018 after working as a medical social worker for 15 years. I became interested in helping others achieve financial literacy and security when realizing how little it is talked about at home, in school and in the workplace.

Money is not everything, but it does give you choices. The way people spend, save and invest their resources can have an enormous impact on their financial future. Partnering with a trusted financial advisor can help you evaluate your current financial position and help you create a path forward to achieve and protect your future financial...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies

Work History

  • Edward JonesOctober 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™
  • AFFP®

    AFFPUSA

Education

  • Univ of Minnesota,DuluthMasters
  • College of St ScholasticaMasters

Personal Interests

  • Spending Time with Family
  • Reading
  • Traveling
  • Community Outreach
  • Hiking

Team Members

  • Carter Onkka
    Associate Financial Advisor
  • Amber Holtan
    Sr. Branch Office Administrator
    FPQP®
  • Kim Peterson
    Sr. Branch Office Administrator
  • Haven Kuehn
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More