Joseph Charles 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
• 01/1995 → Present
  Self Employed
  New Orleans, LA
• 04/1987 → Present
  Physician Resource Group
  New Orleans, LA
• 10/2003 → 05/2019
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 11/1981 → Present
  Rental Property
  Metairie, LA
• 06/2019 → Present
  Montz Harcus Wealth Management Llc
  New Orleans, LA

Previous Registrations

• 2004-09-03 → 2019-05-31
  Ameritas Investment Company, Llc
  New Orleans, LA
  Lincoln, NE
  Glendale, AZ

Other Businesses

LICENSED AS AN IND INS AGT TO SELL FIXED INS PRODUCTS; *JOSEPH MONTZ CPA; SAME AS BRANCH; NON-INV REL; CPA FOR TAX PREP SERVICES; START DATE=01/2000; HRS/MO=30; TRADING HRS/MO=25; *PHYSICIANS RESOURCE GROUP; SAME AS BRANCH; INV REL; OWNER; LIFE AND DISABILITY INSURANCE BROKER; START DATE=04/1987; HRS/MO=40; TRADING HRS/MO=160*RENTAL PROPERTY;11 PELHAM DRIVE METAIRIE, LA 70005;NON-INV REL;RENTAL PROPERTY;11/1981;HRS/MO 2;TRADING HRS/MO 1;OVERSEE RENTAL PROPERTY*

Exams

• S66 Uniform Combined State Law Examination
  2001-06-19
• S63 Uniform Securities Agent State Law Examination
  1987-09-09

Other Names

• Joe Montz
• Joseph C Montz