Bmo Harris Financial Advisors, Inc.

Bmo Harris Financial Advisors, Inc. (CRD# 137115) is a financial advisory firm headquartered in Chicago, IL. They manage $4,146,642,216 in 17,845 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,147
    MILLION
  • Total Number of Accounts
    17,845
    ACCOUNTS
  • Average Account Value
    $232,370
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Bmo Harris Financial Advisors, Inc.
Showing 1 - 10 of 227 top financial advisors.
1
Jessica M. Albrecht
CRD#: 6241390
Milwaukee, WI 53202

Jessica Albrecht (CRD# 6241390) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Milwaukee, WI and has over 6 years of experience in the finance industry.

2
Robert W. Allbright
CRD#: 4006980
Brookfield, WI 53005

Robert Allbright (CRD# 4006980) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Brookfield, WI and has over 19 years of experience in the finance industry. Robert Allbright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jason D. Allen
CRD#: 5706154
Niles, IL 60174

Jason Allen (CRD# 5706154) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Niles, IL and has over 10 years of experience in the finance industry.

4
David M. Alonzo
CRD#: 4424920
Munster, IN 46321

David Alonzo (CRD# 4424920) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Munster, IN and has over 18 years of experience in the finance industry.

5
Joseph J. Bachmeyer
CRD#: 5641250
Janesville, WI 53545

Joseph Bachmeyer (CRD# 5641250) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Janesville, WI and has over 7 years of experience in the finance industry.

6
Julie L. Baertschi
CRD#: 5185313
Madison, WI 53703

Julie Baertschi (CRD# 5185313) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Madison, WI and has over 13 years of experience in the finance industry.

7
Jeffrey S. Ballek
CRD#: 2361063
Lakeville, MN 55044

Jeffrey Ballek (CRD# 2361063) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Lakeville, MN and has over 26 years of experience in the finance industry.

8
Kevin A. Baranczyk
CRD#: 3020845
Manitowoc, WI 54220

Kevin Baranczyk (CRD# 3020845) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Manitowoc, WI and has over 21 years of experience in the finance industry. Kevin Baranczyk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Jeremy D. Bardon
CRD#: 3076299
Appleton, WI 54914

Jeremy Bardon (CRD# 3076299) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Appleton, WI and has over 21 years of experience in the finance industry. Jeremy Bardon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Beau E. Bauer
CRD#: 5914596
Superior, WI 54880

Beau Bauer (CRD# 5914596) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Superior, WI and has over 6 years of experience in the finance industry.

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