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RIA / WealthAdvisor26 years in industry

BRADLEY SCOTT MONTGOMERY

Advisor at GREAT LAKES BAY FINANCIAL

SAGINAW, MI

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Search this name across graphsid dfx:ria:bbc277b3-b4d1-3998-e3cf-edb5f116b862

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 6, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GREAT LAKES BAY FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jan 23, 2008
First registration: Mar 6, 2008
Dual registered: no
Other names: BRAD MONTGOMERY
IAPD individual key: 5139426

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GREAT LAKES BAY FINANCIAL	State registered	Mar 10, 2026	n/a	yes	SAGINAW, MI	Current employment
GREAT LAKES BAY FINANCIAL	State registered	Feb 22, 2022	Dec 31, 2025	no	SAGINAW, MI	Previous registration
BELPOINTE ASSET MANAGEMENT LLC	Independent wealth	Jul 18, 2018	Mar 16, 2022	no	Saginaw, MI\|RENO, NV\|Saginaw, MI	Previous registration
RICHMARK PRIVATE WEALTH MANAGEMENT	State registered	Jul 3, 2018	Apr 7, 2022	no	FRANKENMUTH, MI	Previous registration
BFC PLANNING, INC.	Bd affiliated wealth	Jan 27, 2014	Jun 28, 2018	no	SAQGINAW, MI\|CEDAR RAPIDS, IA	Previous registration
L.M. KOHN & COMPANY	Former SEC adviser	Aug 14, 2012	Jan 24, 2014	no	SAGINAW, MI\|CINCINNATI, OH	Previous registration
LEONARD AND COMPANY	Former SEC adviser	Feb 24, 2010	Jul 23, 2012	no	SAGINAW, MI	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Mar 6, 2008	Sep 2, 2008	no	LIVONIA, MI\|BLOOMFIELD HILLS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RICHMARK PRIVATE WEALTH MANAGEMENT	BELPOINTE ASSET MANAGEMENT LLC	Apr 7, 2022	Jul 18, 2018	-1,359	Firm change after gap	Other
BELPOINTE ASSET MANAGEMENT LLC	GREAT LAKES BAY FINANCIAL	Mar 16, 2022	Feb 22, 2022	-22	Firm change	RIA to state RIA
BFC PLANNING, INC.	RICHMARK PRIVATE WEALTH MANAGEMENT	Jun 28, 2018	Jul 3, 2018	5	Firm change	Ibd to state RIA
L.M. KOHN & COMPANY	BFC PLANNING, INC.	Jan 24, 2014	Jan 27, 2014	3	Firm change	Other
LEONARD AND COMPANY	L.M. KOHN & COMPANY	Jul 23, 2012	Aug 14, 2012	22	Firm change	Other
CETERA ADVISORS LLC	LEONARD AND COMPANY	Sep 2, 2008	Feb 24, 2010	540	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
290854:143440:MI:2022-04-07	Apr 7, 2022	Jul 18, 2018	FRANKENMUTH, MI	Firm change after gap
143440:297138:MI:2022-03-16	Mar 16, 2022	Feb 22, 2022	SAGINAW, MI	Firm change

Relationships

Registered with (7)

→ GREAT LAKES BAY FINANCIALRegistered adviserregistration: previous registration
Feb 22, 2022 to Dec 31, 2025factForm ADV
→ RICHMARK PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 3, 2018 to Apr 7, 2022factForm ADV
→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 18, 2018 to Mar 16, 2022factForm ADV
→ BFC PLANNING, INC.Registered adviserregistration: previous registration
Jan 27, 2014 to Jun 28, 2018factForm ADV
→ L.M. KOHN & COMPANYRegistered adviserregistration: previous registration
Aug 14, 2012 to Jan 24, 2014factForm ADV
→ LEONARD AND COMPANYRegistered adviserregistration: previous registration
Feb 24, 2010 to Jul 23, 2012factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Mar 6, 2008 to Sep 2, 2008factForm ADV

Dated events

Occurred
Apr 7, 2022
Advisor changed firm
Bradley Scott Montgomery left Richmark Private Wealth Management for Belpointe Asset Management Llc (registered 2018-07-18)
Form ADVobserved 5 days ago
Occurred
Mar 16, 2022
Advisor changed firm
Bradley Scott Montgomery left Belpointe Asset Management Llc for Great Lakes Bay Financial (registered 2022-02-22)
Form ADVobserved 5 days ago