Christine Montz has been Managing Member/President of Montz Harcus Wealth Management since April 2019, is a control person of the firm and directly owns 75% or more of it. Christine Montz studied at Louisiana State University.
Montz Harcus Wealth Management LLC is a New Orleans, LA firm with $876M under management, 687 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Christine Montz is Partner of Montz Harcus Wealth Management. She has over thirty-five years of experience in tax, financial planning and investment management. After over eight years with the accounting firm KPMG Peat Marwick, she joined the Trust Group of First Commerce Corporation and Bank One, where she spent 10 years in progressive executive management positions.
Christine Montz’s longest registration was 7 years at Ameritas Investment Corp (2011–2019). Before joining Montz Harcus Wealth Management in 2019, Christine Montz was registered through Ameritas Investment Corp.
- – present · 7 yearsNew Orleans, LA · Adviser representative · Firm CRD 301963
- Ameritas Investment Corp– · 7 yearsNew Orleans, LA · Adviser representative · Firm CRD 14869
Investment adviser representative registrations
Christine Montz is registered as an investment adviser representative in 2 states. Each was approved in May 2019.
- LouisianaSince 17 May 2019
- TexasSince 23 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 June 2001 |
| Series 7 | General Securities Representative Examination | 27 April 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christine Champagne Montz
- CRD
- 3100135
- Firm
- Montz Harcus Wealth Management · CRD 301963
- Role
- Managing Member/President
- Office
- 610 CITY PARK AVENUE, New Orleans, LA 70119
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- montzharcus.com
Where does Christine Montz work?
Christine Montz has been Managing Member/President of Montz Harcus Wealth Management LLC since April 2019, and is a control person of the firm.
Is Christine Montz a financial advisor?
Yes. Christine Montz has a current investment-adviser registration in Louisiana and Texas, through Montz Harcus Wealth Management since May 2019.
How many years of experience does Christine Montz have?
Christine Montz has 26 years in the financial industry, since December 1999, across 2 adviser firms.
What exams has Christine Montz passed?
Christine Montz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 1999. FINRA credited Christine Montz with the SIE, which began in October 2018.
Where is Christine Montz based?
Christine Montz’s registered office is in New Orleans, LA.
Is Christine Montz registered with FINRA?
Yes. Christine Montz has a current broker registration, under CRD 3100135.
Source: FINRA BrokerCheck
How can I verify Christine Montz’s record?
Search CRD 3100135 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christine Montz’s full registration record.
