CM
Christine C. Montz
MONTZ HARCUS WEALTH MANAGEMENT
New Orleans, LA 70119
Some features on this profile are disabled
CRD#: 3100135
CM
Professional summary
Christine Champagne Montz, CFP®, who also goes by Christine Marie Champagne, is a registered financial advisor currently at MONTZ HARCUS WEALTH MANAGEMENT located in New Orleans, Louisiana and PURSHE KAPLAN STERLING INVESTMENTS located in New Orleans, Louisiana.
Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Christine has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christine Marie Champagne
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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;
CRS (Client Relationship Summary) - RIA
Click below to view Christine Champagne Montz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 17, 2019 - Present
MONTZ HARCUS WEALTH MANAGEMENT
Office #1: 610 City Park Avenue, New Orleans, LA 70119RIA
CRD#: 301963
New Orleans, LA
Current
May 31, 2019 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 610 City Park Ave., New Orleans, LA 70119BD
CRD#: 35747
New Orleans, LA
Past
August 9, 2011 - May 23, 2019
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
NEW ORLEANS, LA
Past
October 31, 2003 - May 23, 2019
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
NEW ORLEANS, LA
Past
April 27, 2001 - October 31, 2003
THE ADVISORS GROUP, INC.
BD
CRD#: 14035
BETHESDA, MD
Past
April 28, 1999 - August 30, 2000
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MH
MONTZ HARCUS WEALTH MANAGEMENT
MONTZ HARCUS WEALTH MANAGEMENT | MONTZ HARCUS WEALTH MANAGEMENT LLC
CRD#: 301963 / SEC#: 801-115292
RIA
Registered Investment Advisory firm - (5/17/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/23/2020)
RR
Florida(11/17/2022)
IAR
Louisiana(5/17/2019)
RR
Louisiana(5/31/2019)
RR
Maine(11/17/2022)
RR
New York(5/31/2019)
RR
North Carolina(5/28/2020)
RR
Ohio(5/31/2019)
RR
Oregon(6/28/2019)
RR
Pennsylvania(11/17/2022)
RR
South Carolina(6/9/2020)
RR
Tennessee(5/31/2019)
IAR
Texas(5/23/2019)
RR
Texas(5/31/2019)
RR
Wyoming(5/31/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MH
MONTZ HARCUS WEALTH MANAGEMENT
MONTZ HARCUS WEALTH MANAGEMENT | MONTZ HARCUS WEALTH MANAGEMENT LLC
CRD#: 301963 / SEC#: 801-115292
RIA
Registered Investment Advisory firm - (5/17/2019 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
610 City Park Avenue, New Orleans, LA 70119
Mailing Address
Phone number
(504) 488-3700
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,332 |
| AUM (Assets Under Management) | $ 713,694,816 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MONTZ HARCUS WEALTH MANAGEMENT
CRD#: 301963New Orleans, LA 70119TRUST BUT VERIFY
Monitor Christine Montz
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
