Bolan Michael Montgomery

Current Employers

Employment History

• 05/2020 → 08/2022
  Principal Life Insurance Company
  Appleton, WI
• 05/2020 → 01/2023
  Principal Securities Inc
  Appleton, WI
• 03/2020 → 05/2020
  Costco Wholesale
  Appleton, WI
• 09/2016 → 01/2018
  Pier 1 Imports
  Appleton, WI
• 01/2016 → 10/2018
  Us Army National Guard
  Green Bay, WI
• 10/2017 → 03/2020
  Chipotle Mexican Grill
  Grand Chute, WI
• 09/2016 → 05/2020
  University Of Wisconsin
  Oshkosh, WI
• 01/2019 → 09/2019
  Northwestern Mutual
  Appleton, WI
• 06/2020 → 01/2023
  Cornerstone Financial Group
  Appleton, WI
• 01/2023 → Present
  Cornerstone Enterprises, Llc Dba Cornerstone Financial Group
  Appleton, WI

Previous Registrations

• 2020-06-04 → 2023-01-06
  Principal Securities, Inc.
  Appleton, WI
  Marathon, FL

Other Businesses

***Fixed Insurance; Investment Related; Appleton, WI; Agent; Annuities, Life, DI, LTC, Group, Health; Start Date: 06/16/2020; 60 hrs per month; 10 during trading hours. ***Cornerstone Financial Group LLC; Not Investment Related; Appleton, WI; Admin; Entering trades, taking notes in meetings, assisting with servicing.; Start Date: 08/10/2021; 40 hrs per month; 40 during trading hours. HEARTH HOLDINGS LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2022 ADDRESS: 2800 E Enterprise Ave, Appleton WI 54913, United States DESCRIPTION: My brother, mother and I started an manager managed LLC taxed as a partnership to invest in real estate for rental income. I am the minority owner- 20% ownership of the company. My brother and mother own 40% each. They are both of my clients. I will not be in the day-to-day operations of the business. My responsibilities will be to provide my financial expertise on purchasing and renting out properties. MONTGOMERY FINANCIAL LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 158 E Northland Ave, Appleton WI 54911, United States DESCRIPTION: I will be running my financial advisory practice through this business. I own 100% of the business. This entity will be used for accounting purposes only and will not be used to market my PSI services.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-01

Other Names

• Bolan Montgomery