Joseph Charles Montz
Investment adviser representative at Montz Harcus Wealth Management
45 yearsExperience
2 statesRegistered in
$876.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
45 years in the industry.
- Montz Harcus Wealth Management LLCJun 2019 to now
- Self EmployedJan 1995 to now
- Physician Resource GroupApr 1987 to now
- Rental PropertyNov 1981 to now
- Ameritas Investment Corp.Oct 2003 to May 2019
- Ameritas Life Insurance Corp.Oct 2003 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Montz Harcus Wealth Management
Legal name: Montz Harcus Wealth Management LLC
$876.3MAssets managed
687Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1656101
- Firm CRD
- 301963