Be advised. This firm is no longer registered.

Montage Investments, LLC

Montage Investments, LLC (CRD# 152607) is a financial advisory firm headquartered in Leawood, KS. They manage $35,769,813 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
http://www.montageinvestments.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $2,980,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

KS, MO

Financial Advisors at Montage Investments, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Brian Heithoff, financial advisor Leawood KS
Brian L. Heithoff
CRD#: 2398165
4200 West 115th Street, Suite 100, Leawood, KS 66211
101
Wealthminder
score

Brian Heithoff (CRD# 2398165) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 24 years of experience in the finance industry. Brian Heithoff 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
Gary Henson, financial advisor Leawood KS
Gary P. Henson
CRD#: 2130871
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
96
Wealthminder
score

Gary Henson (CRD# 2130871) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 27 years of experience in the finance industry. Gary Henson 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
Katrina Radenberg, financial advisor Leawood KS
Katrina D. Radenberg
CRD#: 4895248
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
96
Wealthminder
score

Katrina Radenberg (CRD# 4895248) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 15 years of experience in the finance industry.

4
Jonathan Butters, financial advisor Leawood KS
Jonathan W. Butters
CRD#: 4017438
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
93
Wealthminder
score

Jonathan Butters (CRD# 4017438) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 18 years of experience in the finance industry.

5
Anne Dorian, financial advisor Leawood KS
Anne J. Dorian
CRD#: 5736231
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
93
Wealthminder
score

Anne Dorian (CRD# 5736231) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 7 years of experience in the finance industry.

6
David Henriksen, financial advisor Leawood KS
David L. Henriksen
CRD#: 5890709
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
93
Wealthminder
score

David Henriksen (CRD# 5890709) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 6 years of experience in the finance industry.

7
Jeremy Noland, financial advisor Leawood KS
Jeremy S. Noland
CRD#: 2851777
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
93
Wealthminder
score

Jeremy Noland (CRD# 2851777) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 13 years of experience in the finance industry.

8
Patrick Fletcher, financial advisor Leawood KS
Patrick W. Fletcher
CRD#: 6395481
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
90
Wealthminder
score

Patrick Fletcher (CRD# 6395481) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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