Christine Champagne Montz

Employer firm

Montz Harcus Wealth Management CRD 301963

$876M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PROJECT CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → 05/2019
  Ameritas Investment Corp.
  Lincoln, NE
• 10/2003 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 06/2000 → 05/2019
  Mandolin Capital Management
  New Orleans, LA
• 05/2019 → Present
  Montz Harcus Wealth Management
  New Orleans, LA
• 05/2019 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2011-08-09 → 2019-05-23
  Ameritas Investment Company, Llc
  Lincoln, NE
  New Orleans, LA
  New Orleans, LA
  Glendale, AZ

Other Businesses

1)Montz Harcus Wealth Management; investment related 610 City Park Ave, New Orleans, LA, 70119; Investment Advisory; President; 6/1/2019; 60 hours/month; 60 trading hours/month; Managing Client Portfolios 2) Christine Montz, CPA - Tax preparation services; not investment related; 610 City Park Ave, New Orleans, LA 70119; Tax Preparation Services; Tax Reviewer; 1/15/2006; 75 hours/month February, March and April; 50 trading hours per month; Preparing and reviewing tax returns. 3)Fixed Insurance; Investment realted; 610 City Park Ave, New Orleans LA 70119; Providing fixed insurance and annuities for clients; producer; 6/1/2019/ 60 hours/month; 60 trading hours/month; Management of client investment activities. 4)Rental Property; not investment related; 11 Pellham Drive, Metairie, LA 70005; Residential Rental Property; owner; 11/1983; 1-2 hours/month; no trading hours; Purchasing replacement items if repairs are needed for the rentals. 5) Ameritas Live Insurance Company; Not investment related; 610 City Park Ave, New Orleans, LA, 70119; Sale of Insurance Products; Producer; 5/15/2019; 10 hours a month; 10 trading hours/month; Identifying insurance needs for clients and appropriate solutions. 6) Board Member; Board Member Lambeth House Inc.; Is the business investment related: No; Location of the business: 150 Broadway New Orleans LA 70118 USA; Start date with business: 2021-12-30; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; 7) Rental Property; Co-owner; Investment Related; 610 City Park Ave. New Orleans LA 70119; 2019-03-01; 0 Hour per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.

Exams

• S66 Uniform Combined State Law Examination
  2001-06-01

Designations

• Certified Financial Planner

Other Names

• Christine Marie Champagne