Benjamin L. Montgomery
Investment adviser representative at Robert W. Baird & Co. Incorporated
21 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$394.1BFirm assets
Are you Benjamin L. Montgomery? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
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
21 years in the industry.
- Robert W. Baird & Co. IncorporatedOct 2022 to now
- Hefren-tillotson, Inc.May 2005 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, PA, TX).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 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
- 4969628
- Firm CRD
- 8158