Monte James Gehrtz

Current Employers

Employment History

• 02/2015 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2020 → Present
  Bauer Gehrtz Financial Llc
  Fargo, ND
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2024 → Present
  Diamondback Enterprises, Llc
  West Fargo, ND
• 12/2025 → Present
  Blackridge Wealth Advisors
  Fargo, ND

Previous Registrations

• 2014-10-09 → 2015-02-06
  Usadvisors Wealth Management, Llc
  Casselton, ND
• 2012-11-13 → 2014-09-30
  Cetera Wealth Services, Llc
  Fargo, ND
  Fargo, ND
• 2011-08-29 → 2012-11-01
  Edward Jones
  Fargo, ND
  St Louis, MO
  Brainerd, MN

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2015 APX NUMBER OF HOURS PER WEEK: 2 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH (2) NAME OF OTHER BUSINESS: GEHRTZ FINANCIAL & AG LLC INVESTMENT RELATED: NO ADDRESS: 417 38TH STREET S., FARGO, ND 58103 NATURE OF BUSINESS: CROP INSURANCE SALES START DATE: 1/2015 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: AGENT, SALES OF CROP INSURANCE (3) NAME OF OTHER BUSINESS: PATRIOT STORAGE, LLC. INVESTMENT RELATED: NO ADDRESS: 920 1ST AVE N., NEW ROCKFORD, ND 58356 NATURE OF BUSINESS: RENTING STORAGE UNITS START DATE: 06/15/2015 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: BUSINESS MANAGER ; (4) NAME OF OTHER BUSINESS: PATRIOT PROJECT MANAGEMENT LLC ; INVESTMENT RELATED: NO ; ADDRESS: 1127 22ND AVE W, WEST FARGO ND 58078 ; NATURE OF BUSINESS: PROJECT MANAGEMENT ; START DATE: 08/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / CEO ; APX NUMBER OF HOURS PER WEEK: 3 ; APX NUMBER OF HOURS DURING TRADING HOURS: 3 ; BRIEF DESCRIPTION OF DUTIES: CONSTRUCTION AND PROJECT MANAGEMENT OF GOVERNMENT CONTRACTS TO BUILD INFRASTRUCTURE AND BUILDINGS (5) NAME OF OTHER BUSINESS: ADVISORNET FARGO ; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE:01/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: INVESTMENTS ; (6) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 12/2020 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR INVESTMENTS BUSINESS ; (7) NAME OF OTHER BUSINESS: BAUER GEHRTZ FINANCIAL LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENSEMBLE PRACTICE; START DATE: 09/2020 POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNER; (8) NAME OF OTHER BUSINESS: DIAMONDBACK ENTERPRISES, LLC; INVESTMENT RELATED: NO; ADDRESS: 1127 22ND AVE W WEST FARGO, ND 58078; NATURE OF BUSINESS: REAL ESTATE; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: KEEP TRACK OF SPENDING VIA QUICK BOOKS AND GETTING BIDS FOR WORK TO BE DONE ON THE HOUSES; 9) NAME OF OTHER BUSINESS: RED RIVER VALLEY FAIR FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 1805 MAIN AVE W, WEST FARGO, ND 58078; NATURE OF BUSINESS: BOARD; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS, GIVE INPUT FOR FUND RAISING IDEAS, HELP RAISE DONATIONS THOUGH 50/50 RAFFLES; 10) NAME OF OTHER BUSINESS: BLACKRIDGE WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: OWNER/PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2011-05-27