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Mike Ray Monteith

Monteith Wealth

Bozeman, MT

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Current Employers
Monteith Wealth

517 S 22Nd Ave., Suite 4, Bozeman, MT 59718 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-10-21
AK RA APPROVED 2021-02-02
WA RA APPROVED 2020-05-18
MT RA APPROVED 2020-05-01
  • OR RA
    APPROVED
    Since 2024-10-21
  • AK RA
    APPROVED
    Since 2021-02-02
  • WA RA
    APPROVED
    Since 2020-05-18
  • MT RA
    APPROVED
    Since 2020-05-01

Branch Locations

517 S 22Nd Ave., Suite 4, Bozeman, MT 59718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Empirical Wealth Management Portland OR 05/2016 12/2016
Student Beaverton OR 01/2017 04/2017
Advisory Services Network, Llc Atlanta GA 08/2017 05/2020
Monteith Wealth, Llc. Bozeman MT 04/2017 Present
  • 05/2016 → 12/2016
    Empirical Wealth Management
    Portland, OR
  • 01/2017 → 04/2017
    Student
    Beaverton, OR
  • 08/2017 → 05/2020
    Advisory Services Network, Llc
    Atlanta, GA
  • 04/2017 → Present
    Monteith Wealth, Llc.
    Bozeman, MT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-10
  • S65 Uniform Investment Adviser Law Examination
    2017-08-10
Designations

View on SEC IAPD

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EAGLE STRATEGIES LLC
XYPN INVEST

Other Investors

TYSON HALE HUNTER
KEITH ALAN POCH
CLINTON AUGUSTINE LEGEYT
ANDREW STEWART MARTZLOFF
Keith A Gertsen
CARL WADE GARDINER
Lori Katherine Pilon
BRENDA MOLEN DAVIS

Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT
BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT
U.S. BANCORP ADVISORS, LLC · Bozeman, MT
MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT
EAGLE STRATEGIES LLC · BOZEMAN, MT
XYPN INVEST · BOZEMAN, MT

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