Christine Champagne Montz
Investment Adviser Representative at Montz Harcus Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christine Champagne Montz is an investment adviser representative with Montz Harcus Wealth Management in New Orleans, LA, where they have been registered since 2019. They have worked in the securities industry since 1999 and were previously registered with Ameritas Investment Corp. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Louisiana and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Louisiana, Texas
- Broker:
13 states and territories
Arizona, Florida, Louisiana, Maine, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameritas Investment Corp.Oct 2003 – May 2019Lincoln, NE
- Ameritas LIFE Insurance Corp.Oct 2003 – no end date reportedLincoln, NE
- Mandolin Capital ManagementJun 2000 – May 2019New Orleans, LA
- Montz Harcus Wealth ManagementMay 2019 – no end date reportedNew Orleans, LA
- Purshe Kaplan Sterling InvestmentsMay 2019 – no end date reportedAlbany, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Montz Harcus Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- $0 - $1,000,0001.00%
- $1,000,001 - $3,000,0000.60%
- $3,000,001 - $5,000,0000.50%
- $5,000,001 - $10,000,0000.40%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning, investment management, retirement planning, insurance planning, tax planning, and estate planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New Orleans, LA
- SEC file number:
- 801-115292
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 4, 2026
View full firm profileOther advisors at Montz Harcus Wealth Management
5 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christine Champagne Montz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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