Broker Check
W. Brad Montgomery, CMFC

Brad is a seasoned Investment Advisor Representative who helps his clients understand their personal and professional goals by focusing on individualized client solutions. Brad has over 29 years of experience in the financial services industry and holds the Chartered Mutual Fund Consultant (CMFC) designation. His areas of specialty include investment, retirement, insurance, estate and business owner planning.

Prior to joining WMS in 2005, Brad worked as an Investment Advisor with Lincoln Financial Group. Brad also worked as an Account Executive for Gardner & White. Brad holds Series 6, 7 & 63 securities registrations and life and health and annuity licenses. Brad graduated from the University of Kentucky with a Bachelor of Business Administration degree with a major in Personnel & Industrial Relations and a minor in Sociology.

Brad resides in Worthington with his wife Barb. They have two children – Savannah and Jake.

W. Brad Montgomery is a registered representative and investment advisor representative offering securities and advisory services through Osaic Wealth Inc, member FINRA and SIPC. Osaic Wealth is under separate ownership from any other named entity.