Bolan Montgomery (CRD# 7049169) is an Investment Advisor Representative working at Cornerstone Financial Group in Appleton, WI and has over 3 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Cornerstone Enterprises, Llc Dba Cornerstone Financial Group | Appleton, WI | Jan 2023 - Current | 1 |
Purshe Kaplan Sterling Investment, Inc. | Appleton, WI | Jan 2023 - Current | 1 |
Cornerstone Financial Group | Appleton, WI | Jun 2020 - Jan 2023 | 2 |
Principal Securities Inc. | Appleton, WI | May 2020 - Jan 2023 | 2 |
Principal Life Insurance Company | Appleton, WI | May 2020 - Aug 2022 | 2 |
Costco Wholesale | Appleton, WI | Mar 2020 - May 2020 | < 1 |
Full Time Education | Oshkosh, WI | Sep 2016 - May 2020 | 3 |
Chipotle Mexican Grill | Grand Chute, WI | Oct 2017 - Mar 2020 | 2 |
Northwestern Mutual | Appleton, WI | Jan 2019 - Sep 2019 | < 1 |
Us Army National Guard | Green Bay, WI | Jan 2016 - Oct 2018 | 2 |
Pier 1 Imports | Appleton, WI | Sep 2016 - Jan 2018 | 1 |
Full Time Education | Appleton, WI | Sep 2012 - Jun 2016 | 3 |
Festival Foods | Appleton, WI | Oct 2014 - May 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- WI
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts1,084ACCOUNTS
-
Average Account Value$135,481
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, IL, MI, MN, TX, WI
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