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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Walter Montgomery is a financial advisor with over 10 years of experience in the financial services industry. Michael currently works at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, California. Michael has a wide range of experience working with various clients including high-net-worth individuals, investment companies, pension and profit sharing plans, charitable organizations, and corporations. Michael specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael is also a Chartered Financial Analyst.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/20/2022 - Present
Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)
IL
05/08/2017 - 09/16/2019
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
09/25/2014 - 03/28/2017
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
IL
10/02/2012 - 09/05/2014
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 12/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2012
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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