Melissa
Montgomery
Thrivent Advisor Network, LLC
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About this Advisor
Melissa Montgomery is a financial advisor based out of Saint Paul, Minnesota with 3 years of industry experience. Montgomery is on the advisory team at Thrivent Advisor Network, LLC. Throughout their career, they have worked at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Purshe Kaplan Sterling Investments, Thrivent Advisor Network LLC D/B/A North Oaks Financial Group and North Oaks Financial Group. Montgomery holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Thrivent Advisor Network, LLC is a financial advisory business that has its headquarters in Minneapolis, MN. The firm has offices in 34 locations and a total of 134 people on staff. It has $5 billion in assets between its 26,501 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 17 charitable organizations. Of its 26,501 customer accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in assets. The firm offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically vary depending on the type of financial services offered. Fee types billed by Thrivent Advisor Network, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Advisor Network, LLC Brokerage Details
$5,058,431,013
134
26,501
$190,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Melissa Montgomery Work History
Melissa has been registered as a financial advisor for 3 years.*
Purshe Kaplan Sterling Investments
Thrivent Advisor Network LLC D/B/A North Oaks Financial Group
North Oaks Financial Group
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melissa Montgomery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thrivent Advisor Network, LLC
Minneapolis, MN
Denver, CO
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Camp Hill, PA
Minneapolis, MN
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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