Michael W Montag

Current Employers

Employment History

• 07/2007 → Present
  Rsm Mcgladrey Inc
  Dubuque, IA
• 03/2022 → Present
  Osaic Wealth, Inc.
  East Dubuque, IL

Previous Registrations

• 2007-08-09 → 2022-02-17
  Choreo, Llc
  Davenport, IA
  Dubuque, IA
  Dubuque, IA
  Rockford, IL
• 2006-10-23 → 2007-08-02
  Global Portfolio Strategies, Inc.
  Dubuque, IA
  Hartford, CT
• 2002-10-01 → 2004-12-03
  Prudential Retirement Brokerage Services, Inc.
  Dubuque, IA

Other Businesses

1) EAST DUBUQUE DISTRICT LIBRARY FOUNDATION POSITION: Board Member NATURE: Not for Profit Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2024 ADDRESS: 122 Wisconsin Ave, East Dubuque IL 61025, United States DESCRIPTION: Board Member who helps guide the future direction of the Foundation with its efforts in supporting the local district library. 2) MONTAG WEALTH MANAGEMENT, LLC POSITION: Wealth Manager NATURE: DBA disclosure only INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 04/13/2022 ADDRESS: 801 Bluff St, Suite 2B, Dubuque IA 52001, United States DESCRIPTION: DBA disclosure only

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-08
• S65 Uniform Investment Adviser Law Examination
  1999-12-18

Designations

Other Names

• Mike Montag
• Michael Wayne Montag