Laurie Montagne, financial advisor Olathe CO

Laurie Montagne

CRD Number: 6887566
Current Firm: Cambridge Investment Research Advisors, Inc.

Laurie Montagne (CRD# 6887566) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Olathe, CO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2019 - Current 1
Cambridge Investment Research Fairfield, IA Jul 2019 - Current 1
Custom Homes And More Montrose, CO Mar 2019 - Current 1
Glass Doctor Montrose, CO Feb 2019 - Current 1
W Church Financial Erie, CO Dec 2017 - Current 2
Colorado Weed Management Association Olahte, CO Apr 2012 - May 2018 6
Montrose County Montrose, CO Mar 2003 - Apr 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Laurie L. Montagne
Phone Number: 641-472-5100
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    56,159
    MILLIONS
  • Total Number of Accounts
    297,440
    ACCOUNTS
  • Average Account Value
    $188,808
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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