Bo Montgomery

Financial Advisor

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. He earned his Finance Degree from the University of Wisconsin Oshkosh. He also has his FINRA series 7 and 66 securities registrations as well as his Life and Health Insurance License. Bo also has earned his blue cord as a U.S. Infantryman in the US Army along with a 3rd degree black belt in Karate. 


Phone (920)253-2426
Fax (920)832-3851