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Bolan Michael Montgomery

Cornerstone Financial Group

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About Bolan Michael Montgomery

Bolan Michael Montgomery is an investment advisor representative with Cornerstone Financial Group. Bolan has been in the industry since June 2020 and holds the Series 66, 7TO and SIE licenses. Bolan is registered to provide investment advisory services in Wisconsin. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Bolan Montgomery is currently registered with Cornerstone Financial Group. Cornerstone Financial Group is an investment advisor located in APPLETON, WI. The firm has 4 licensed agents, 4 investment advisor representatives, and 2 registered representatives. Cornerstone Financial Group manages $146,860,940 in regulatory assets. They provide advisory services such as financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They primarily serve individuals and high-net-worth individuals.
Cornerstone Financial Group

158 E NORTHLAND AVE

APPLETON, WI 54911

$146.86M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bolan Montgomery’s Registration & Firm History

WI

01/03/2023 - Present

Cornerstone Financial Group (APPLETON WI)

WI

06/03/2020 - 01/06/2023

PRINCIPAL SECURITIES, INC. (Appleton WI)

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Licenses & Designations

BOTH

Issued 06/01/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bolan Michael Montgomery.
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