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Gary Eldon Montague

Northwestern Mutual Investment Services, LLC

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About Gary Eldon Montague

Gary Eldon Montague is a financial advisor with over 25 years of experience in the industry. Gary has been with Northwestern Mutual Investment Services, LLC since 2006, providing investment advice to clients in California and other states. Gary has held licenses as a Registered Representative and Investment Advisor Representative in multiple states. Gary has a strong track record of success in helping clients reach their financial goals. In addition to his work at Northwestern Mutual Investment Services, LLC, Gary also owns a business with his wife, Montague Glass, LLC, an art gallery.

Firm Information

Gary Montague is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

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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investment research; referrals to other advisers

Investment research; referrals to other advisers

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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other

Referral fees

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Gary Montague’s Registration & Firm History

CA

01/01/2025 - Present

Northwestern Mutual Investment Services, LLC (SAN FRANCISCO CA)

WI

02/19/1998 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 03/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/18/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/29/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1999

Series 7 - General Securities Representative Examination

BC

Issued 02/17/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Eldon Montague.
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