Bmo Harris Financial Advisors, Inc.

Bmo Harris Financial Advisors, Inc. (CRD# 137115) is a financial advisory firm headquartered in Chicago, IL. They manage $11,800,940,155 in 119,705 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,801
    MILLION
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bmo Harris Financial Advisors, Inc.
Showing 1 - 10 of 235 top financial advisors.
1
Robert W. Allbright
CRD#: 4006980
15450 W National Avenue, New Berlin, WI 53151
96
Wealthminder
score

Robert Allbright (CRD# 4006980) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in New Berlin, WI and has over 16 years of experience in the finance industry. Robert Allbright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian E. Bonewell
CRD#: 2539844
235 N Executive Drive, Suite 300, Brookfield, WI 53005
96
Wealthminder
score

Brian Bonewell (CRD# 2539844) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Brookfield, WI and has over 22 years of experience in the finance industry. Brian Bonewell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joseph J. Bradaseric
CRD#: 4366791
50 South Lincoln, Hinsdale, IL 60521
96
Wealthminder
score

Joseph Bradaseric (CRD# 4366791) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Hinsdale, IL and has over 15 years of experience in the finance industry. Joseph Bradaseric has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Nathan J. Cluxton
CRD#: 4168026
520 Green Bay Road, Winnetka, IL 60093
96
Wealthminder
score

Nathan Cluxton (CRD# 4168026) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Winnetka, IL and has over 16 years of experience in the finance industry. Nathan Cluxton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Aaron V. Cross
CRD#: 4444586
111 East Kilbourn 2nd Floor, Milwaukee, WI 53202
96
Wealthminder
score

Aaron Cross (CRD# 4444586) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Milwaukee, WI and has over 12 years of experience in the finance industry. Aaron Cross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kristina R. Cummings
CRD#: 4810024
50 South 6th Street, Suite 200, Minneapolis, MN 55402
96
Wealthminder
score

Kristina Cummings (CRD# 4810024) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Minneapolis, MN and has over 10 years of experience in the finance industry. Kristina Cummings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Nicole R. Danke
CRD#: 4292995
643 S Green Bay Rd, Neenah, WI 54956
96
Wealthminder
score

Nicole Danke (CRD# 4292995) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Neenah, WI and has over 15 years of experience in the finance industry. Nicole Danke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Kristina L. Dean
CRD#: 2272541
114 West First Street, Hinsdale, IL 60521
96
Wealthminder
score

Kristina Dean (CRD# 2272541) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Hinsdale, IL and has over 22 years of experience in the finance industry. Kristina Dean has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Eric J. Demmon
CRD#: 4554472
1301 Hwy 175, Hubertus, WI 53033
96
Wealthminder
score

Eric Demmon (CRD# 4554472) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Hubertus, WI and has over 14 years of experience in the finance industry. Eric Demmon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Warren L. Demmon
CRD#: 1230455
33 West Pioneer Road, Fond Du Lac, WI 54935
96
Wealthminder
score

Warren Demmon (CRD# 1230455) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Fond Du Lac, WI and has over 29 years of experience in the finance industry.

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