Melissa Montgomery (CRD# 4871509) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in North Oaks, MN and has over 19 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2022 - Current | 1 |
| Thrivent Advisor Network Llc D/b/a North Oaks Financial Group | North Oaks, MN | Jun 2020 - Current | 3 |
| North Oaks Financial Group | North Oaks, MN | Jan 2011 - Jun 2020 | 9 |
| Thrivent Financial For Lutherans | Appleton, WI | Dec 2004 - Jun 2020 | 15 |
| Thrivent Investment Management Inc. | Roseville, MN | Oct 2004 - Jun 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
- MN
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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