Professional and consultants

  • President of a technology and business consulting firm
  • San Diego State University, B.A. in Economics 
  • Heald Business College, A.A. in Data Processing and Accounting
  • North American Securities Administration Association – Series 65 
  • Certified network engineer, cyber-security certifications and graduate of advanced options courses
  • Oversees business and technology operations for Monarch Wealth Management Group, LLC
  • Investment Advisor Representative/Managing member, Monarch Wealth Management Group, LLC

Randell E. Olmstead- Principal 

  • Professor Emeritus of Applied Mathematics, Northwestern University 
  • BS Rice University 
  • MS and PhD Northwestern University 
  • North American Securities Administration Association – Series 65 
  • Spear Capital Management – Options Strategist (2003-07)
  • Independent Investor, Inc. - Editor: Options Newsletter (2003-07)
  • Author - “Options for the Beginner and Beyond” Financial Times Press                                                          
  • OlmsteadOptions, LLC (2012 - 2013)
  • Investment Advisor Representative/managing member, Monarch Wealth Management Group, LLC

W. Edward Olmstead - Principal


Monarch Wealth Management Group, LLC utilizes investment industry professionals and consultants that provide services to assist with firm compliance, performance calculations, accounting, and operations.

Monarch Wealth Management Group, LLC is a Registered Investment Advisor (RIA) in the state of CA. Its principal members are Dr. W. Edward Olmstead and Mr. Randell E. Olmstead. Dr. Olmstead received his PhD from the McCormick School of Engineering and Applied Science at Northwestern University.  Dr. Olmstead is a Professor Emeritus of Applied Mathematics at Northwestern and the author of the highly rated book on Amazon's website  “Options for the Beginner and Beyond”. Edward and Randell hold FINRA Series 65 licenses and are registered Investment Advisor Representatives/managing members of Monarch Wealth Management Group, LLC. Randell is an experienced business professional of over 20 years and holds degrees in Economics and Accounting.  

LLC Information

About Us