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).

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 - 10 of 37 top financial advisors.
1
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 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 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.

3
Michael A. Pappas
CRD#: 5163527
Boston, MA
96
Wealthminder
score

Michael Pappas (CRD# 5163527) is an Investment Advisor Representative working at Montage Investments, LLC in Boston, MA and has over 11 years of experience in the finance industry.

4
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 14 years of experience in the finance industry.

5
Stuart A. Bahnmuller
CRD#: 5808355
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
93
Wealthminder
score

Stuart Bahnmuller (CRD# 5808355) 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
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.

7
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.

8
Craig R. Fisher
CRD#: 5140799
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
93
Wealthminder
score

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.

9
Joseph M. Flores
CRD#: 3187802
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
93
Wealthminder
score

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.

10
Jacob D. Ford
CRD#: 5287642
11300 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211
93
Wealthminder
score

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.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.