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Bradley Montgomery

Great Lakes Bay Financial
18 Years of Experience
Saginaw, MI
1 Disclosure
View SEC Summary
View SEC Summary

Bradley Montgomery is a registered investment advisor at Great Lakes Bay Financial, based in Saginaw, MI, with 18 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.

Great Lakes Bay Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fee is negotiable based on criteria such as historical relationship, type of assets, and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4901 Towne Centre Road, Suite 113, Saginaw, MI, 48604

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 1998
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Great Lakes Bay Financial
March 2026 - Present · 7 mos
Previous Registrations
Great Lakes Bay Financial
February 2022 - December 2025 · 3 yrs 10 mos
Belpointe Asset Management LLC
July 2018 - March 2022 · 3 yrs 8 mos
Richmark Private Wealth Management
July 2018 - April 2022 · 3 yrs 9 mos
Bfc Planning, INC.
January 2014 - June 2018 · 4 yrs 5 mos
Berthel, Fisher & Company Financial Services, INC.Broker
January 2014 - June 2018 · 4 yrs 5 mos
L.M. Kohn & Company
August 2012 - January 2014 · 1 yr 5 mos
L.M. Kohn & CompanyBroker
July 2012 - January 2014 · 1 yr 6 mos
Leonard and Company
February 2010 - July 2012 · 2 yrs 5 mos
Leonard & CompanyBroker
March 2009 - July 2012 · 3 yrs 4 mos
Multi-Financial Securities Corporation
March 2008 - September 2008 · 6 mos
Multi-Financial Securities CorporationBroker
December 2007 - September 2008 · 9 mos
State Registrations2 states
MITX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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