Arkenstone Financial, LLC

Overview

Arkenstone Financial, LLC is a state registered investment adviser based in Monument, CO, registered since 2010. It reports $97M in assets under management across 504 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$97M

Discretionary

92%

Accounts

504

Average account

$192K

Employees

4

Advisory reps

3

Registered since

2010

Jurisdictions

3

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Paul Harold Lundeen Managing Member, Chief Compliance Officer CRD 4533779
• Shayne Christopher Momber Financial Advisor, Director of Operations CRD 6291993

Advisory reps 3 of 3

• Paul Harold Lundeen Investment Adviser Rep CRD 4533779
• Shayne Christopher Momber Investment Adviser Rep CRD 6291993
• Laine Arthur Rinker Jr. Insurance Agent · Investment Adviser Rep CRD 5270848

Location

Headquarters

19210 Sixpenny Ln Ste 100
Monument, CO 80132

County

El Paso

Metro area

Colorado Springs, CO

Region

West

Registrations

• State registered
• Registered in 3 jurisdictions
• Website: arkenstonefinancial.com

Every state, with registration dates

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