Bradley Montgomery (CRD# 5139426) is an Investment Advisor Representative working at Great Lakes Bay Financial in Saginaw, MI and has over 16 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Lakes Bay Financial LLC | Saginaw, MI | Feb 2022 - Current | 2 |
| Great Lakes Bay Financial LLC | Saginaw, MI | Mar 2009 - Current | 15 |
| Home Depot | Saginaw, MI | Mar 2000 - Current | 24 |
| Richmark Private Wealth Management | Frankenmuth, MI | Jul 2018 - Feb 2022 | 3 |
| Belpointe Insurance, LLC | Greenwich, CT | Jul 2018 - Dec 2021 | 3 |
| Belpointe Asset Management, LLC | Reno, NV | Jul 2018 - May 2020 | 1 |
| Berthel Fisher & Company Financial Services, Inc. | Saginaw, MI | Jan 2014 - Jun 2018 | 4 |
| Bfc Planning, Inc. | Saginaw, MI | Jan 2014 - Jun 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
- TX
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Total Assets Under Management50MILLIONS
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Total Number of Accounts469ACCOUNTS
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Average Account Value$106,903
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MI, TX
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