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Nohemy Montes

20 Years of Experience
Colorado Springs, CO
1 DisclosureBrokerSells Insurance

Nohemy Montes is a registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 20 years of industry experience. Nohemy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1755 Telstar Dr Ste 300, Colorado Springs, CO, 80920

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History

Regulatory History (1)
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Customer Dispute
August 2013
Settled
Other Business ActivitiesSells Insurance

Nohemy is the owner and financial advisor for Montes Group Inc/Mont Wealth and Mont Wealth Financial Advisors, providing financial and insurance services, dedicating about a quarter of her time to each. She also owns Nohemy Montes, LLC, focusing on motivational speaking and writing.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
August 2013 - Present · 12 yrs 11 mos
Cetera Advisors LLCBroker
August 2013 - Present · 12 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
August 2013 - March 2024 · 10 yrs 7 mos
New England Securities Corporation
September 2007 - August 2013 · 5 yrs 11 mos
New England SecuritiesBroker
May 2005 - August 2013 · 8 yrs 3 mos
State Registrations7 states
ALCOFLMTORPAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.