BMO Family Office
Our financial advisors help clients shape their entire financial plan—from complex wealth management to retirement needs. This is how we go beyond the transaction:
As with any strong relationship, we listen. We’re equally attuned to what makes you excited and anxious, so we know where we need to adjust.
Our financial advisors have one motive in everything they do: to work in the best interest of our clients. Nothing less.
Clarity and transparency. That’s how we communicate with you, whether we’re discussing performance, fees or progress toward your goals.
We’ll work closely with you to build the portfolio that best matches your investment objectives and appetite for risk.
Brokerage services fees are charged through one-time commissions based on the product(s) you select and the amount invested. Advisory fees, on the other hand, are charged as a percentage of the amount of assets under management.
We offer access to brokerage and insurance products, including securities ( bonds, mutual funds, UITs), annuities (fixed, variable, indexed), life insurance (whole, term, variable, universal) and long-term care insurance.
Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time
Use our easy locator tool to find an advisor who can help you with your wealth management needs.
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Under $2 million in investible assets
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“BMO Investment Services” is a brand name used by certain employees of BMO Harris Bank N.A. who provide advisory, brokerage, and insurance services offered through LPL Financial (LPL). Financial Advisors are investment advisor representatives of and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BMO Harris Bank N.A. and BMO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BMO Investment Services, and are also employees of BMO Harris Bank N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Harris Bank N.A or BMO Investment Services. BMO Wealth Management and BMO Investment Services are not affiliates of LPL. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency | Not BMO Harris Bank Guaranteed | Not BMO Harris Bank Deposits or Obligations | May Lose Value|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
BMO Harris Bank N.A. (“BMO”) provides referrals to financial professionals of BMO Investment Services who are registered representatives of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay BMO for these referrals. This creates an incentive for BMO to make these referrals, resulting in a conflict of interest. BMO is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.