Michael MontgomeryCRD Number: 5528862
Current Firm: Thrivent Investment Management Inc.
Michael Montgomery (CRD# 5528862) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in El Cajon, CA and has over 8 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Thrivent Financial For Lutherans||Appleton, WI||Sep 2008 - Current||8|
|Thrivent Investment Management Inc.||El Cajun, CA||May 2008 - Current||8|
|Helix Electric Inc.||San Diego, CA||Jun 2003 - Sep 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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