Caleb Montag

Bank Midwest Home / About Us / Directory / Caleb Montag

Caleb Montag - Financial Advisor

Back to Plan
Caleb Montag Contact me
P: 800.662.8756

I Promise to Deliver a Great Experience …

“I get to know each client on a personal level and provide them with quality advice, tailored to each individual situation. There is no one-size fits all approach when it comes to financial planning.”

Expertise

  • Advice-based financial planning
  • Retirement planning & consulting
  • Investment strategies
  • College funding strategies
  • Individual life insurance
  • Own occupation disability insurance

Education/Experience

  • B.S. Business Studies, University of Iowa

Registration and Licenses

  • FINRA Series 7 registration held through LPL Financial — General Securities Representative
  • FINRA Series 66 registration held through LPL Financial — Uniform Combined State Law
  • IA Producer — Life and Health
  • Variable Life and Annuity Licensed

Interests

  • Hunting and fishing
  • Spending time with family
  • All things Iowa Hawkeyes
  • Working out

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Caleb Montag’s Service Locations