Dennis Eugene Follmer
Investment adviser representative at Montis Financial, LLC
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
14 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Montis Financial, LLCOct 2022 to now
- UnemployedMar 2022 to Oct 2022
- 55ipMar 2019 to Mar 2022
- UnemployedAug 2017 to Mar 2019
- Tetrem Capital ManagementMar 2017 to Aug 2017
- UnemployedDec 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Montis Financial, LLC
$1.3BAssets managed
580Clients
17Advisers
14 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
- 2256077
- Firm CRD
- 163986