Bolan Montgomery has been an investment adviser representative at Cornerstone Enterprises since January 2023, and is not listed among the firm’s executive officers or direct owners. Bolan Montgomery holds a Finance degree from the University of Wisconsin Oshkosh.
Cornerstone Enterprises, LLC is an Appleton, WI firm with $220M under management, 579 clients and 5 advisers across 3 offices, as of its February 2026 filing.
Bolan Montgomery is Investment Advisor of Cornerstone Financial Group. He focuses on financial strategies for individuals and families going through transitional phases in life, such as getting married, having children, buying a home, changing jobs, going through a divorce or preparing for retirement. He also develops solutions for business owners to protect their business, employees and personal lifestyle.
Bolan Montgomery’s longest registration is the current one, 3 years at Cornerstone Enterprises since 2023. Before joining Cornerstone Enterprises in 2023, Bolan Montgomery was registered through Principal Securities, Inc.
- Cornerstone Financial GroupCurrent– present · 3 yearsAppleton, WI · Adviser representative · Firm CRD 324255
- Principal Securities, Inc.– · 2 yearsAppleton, WI · Adviser representative · Firm CRD 1137
Professional designations
Listed by Cornerstone Enterprises
- AIF®
Investment adviser representative registrations
Bolan Montgomery is registered as an investment adviser representative in Wisconsin, since January 2023.
- WisconsinSince 3 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 3 June 2020 |
| Series 66 | Uniform Combined State Law Examination | 1 June 2020 |
| SIE | Securities Industry Essentials Examination | 14 May 2020 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Bolan Michael Montgomery
- CRD
- 7049169
- Firm
- Cornerstone Enterprises · CRD 324255
- Office
- 158 E NORTHLAND AVE, Appleton, WI 54911
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cfgwi.com
Where does Bolan Montgomery work?
Bolan Montgomery is an investment adviser representative registered through Cornerstone Enterprises, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Bolan Montgomery a financial advisor?
Yes. Bolan Montgomery has a current investment-adviser registration in Wisconsin, through Cornerstone Enterprises since January 2023.
How many years of experience does Bolan Montgomery have?
Bolan Montgomery has 6 years in the financial industry, since June 2020, across 2 adviser firms.
What exams has Bolan Montgomery passed?
Bolan Montgomery has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in May 2020.
Where is Bolan Montgomery based?
Bolan Montgomery’s registered office is in Appleton, WI.
Is Bolan Montgomery registered with FINRA?
No. Bolan Montgomery has no current broker registration.
How can I verify Bolan Montgomery’s record?
Search CRD 7049169 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bolan Montgomery’s full registration record.
