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).
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Total Assets Under Management36MILLION
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Total Number of Accounts12ACCOUNTS
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Average Account Value$2,980,818
- A percentage of assets under your management
- 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)
KS, MO
Brian Heithoff (CRD# 2398165) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 23 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.
Gary Henson (CRD# 2130871) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 26 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.
Michael Pappas (CRD# 5163527) is an Investment Advisor Representative working at Montage Investments, LLC in Boston, MA and has over 10 years of experience in the finance industry.
Katrina Radenberg (CRD# 4895248) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 14 years of experience in the finance industry.
Stuart Bahnmuller (CRD# 5808355) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 6 years of experience in the finance industry.
Jonathan Butters (CRD# 4017438) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 17 years of experience in the finance industry.
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.
Craig Fisher (CRD# 5140799) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 8 years of experience in the finance industry.
Joseph Flores (CRD# 3187802) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 18 years of experience in the finance industry.
Jacob Ford (CRD# 5287642) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 9 years of experience in the finance industry.