Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Montag is a wealth manager with over 25 years of experience in the financial services industry. He is a Certified Financial Planner™ professional and a Personal Financial Specialist. Michael is currently registered with Osaic Wealth, Inc. in Illinois and Iowa. Before joining Osaic Wealth, Michael worked at RSM McGladrey Inc. Michael holds a Series 7, Series 24, Series 26, and Series 65 license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
05/10/2024 - Present
Osaic Wealth, Inc. (DUBUQUE IA)
IA
08/09/2007 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (DAVENPORT IA)
IA
12/06/2004 - 08/02/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
CT
10/01/2002 - 12/06/2004
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
IA
02/16/2001 - 07/16/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
WI
01/11/2001 - 02/15/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
12/19/2000 - 02/15/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MO
09/30/1999 - 11/08/2000
STEELE INVESTMENT SERVICES, INC. (JOPLIN MO)
MO
12/06/1996 - 07/09/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
02/12/1996 - 12/10/1996
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
BC
Issued 03/08/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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