Bo Montgomery
Financial Advisor at Cornerstone Financial Group LLC
- Role
- Financial Advisor at Cornerstone Financial Group Llc
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
About Bo Montgomery
BACKGROUND:Bolan focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, going through divorce, or preparing for retirement. He also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. Bolan wants to use financial strategies to help people build and safeguard their assets so they can be happy knowing they have a plan to work towards reaching their financial goals.EDUCATION & CREDENTIALSBolan earned his Finance Degree from the University of Wisconsin Oshkosh.He has his FINRA Series 7 and 66 securities registrations as well as his Life & Health Insurance License. 12••••••••20.Let’s connect to get started:O:(92••••••18 | F:(920) 8••••••••@cfgwi.com158 E Northland Ave, Appleton, WI M. Montgomery is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
Experience
Financial Advisor
Cornerstone Financial Group Llc
Jun 2020 — Present · Appleton, WI, US
Education
University of Wisconsin–Oshkosh
Bachelor of Business Administration - BBA, Finance and Financial Management Services
2019 — 2020
University of Wisconsin-Fox Valley
Associate of Arts and Sciences - AAS, Finance
2016 — 2018
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