Bolan Montgomery
Bolan Montgomery is a registered investment advisor at Cornerstone Financial Group, based in Appleton, WI, with 5 years of industry experience. Bolan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 579 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornerstone Financial Group charges a maximum of 1.13% annually for investment management. The exact fee will be outlined in your advisory agreement. Fees are deducted from your account quarterly, in advance, based on the average daily value of your account from the previous quarter. Fees are negotiable.
Location
158 E Northland Ave, Appleton, WI, 54911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bolan is an insurance agent selling annuities, life, disability, long-term care, group, and health insurance, dedicating about a quarter of his time to this. He also works in an administrative role at Cornerstone Financial Group LLC, taking about a quarter of his time, and owns a minority stake in Hearth Holdings LLC and Montgomery Financial LLC.
Employment History
Current Registrations
Cornerstone Financial Group
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations1 state
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.