Bolan Michael Montgomery
Investment adviser representative at Cornerstone Financial Group
10 yearsExperience
1 stateRegistered in
$220.2MFirm assets
3 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
Experience
10 years in the industry.
- Cornerstone Enterprises, LLC dba Cornerstone Financial GroupJan 2023 to now
- Cornerstone Financial GroupJun 2020 to now
- Principal Securities IncMay 2020 to Jan 2023
- Principal Life Insurance CompanyMay 2020 to Aug 2022
- Costco WholesaleMar 2020 to May 2020
- Northwestern MutualJan 2019 to Sep 2019
- Chipotle Mexican GrillOct 2017 to Mar 2020
- University of WisconsinSep 2016 to May 2020
- Pier 1 ImportsSep 2016 to Jan 2018
- US Army National GuardJan 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
Cornerstone Financial Group
Legal name: Cornerstone Enterprises, LLC
$220.2MAssets managed
579Clients
5Advisers
3 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
- 7049169
- Firm CRD
- 324255