MM
Melissa R. Montgomery
THRIVENT ADVISOR NETWORK
North Oaks, MN 55127
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CRD#: 4871509
MM
Professional summary
Melissa Renee Montgomery, who also goes by Melissa Renee Montgomery, Melissa Webb, Missy Webb, is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in North Oaks, Minnesota.
Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Melissa has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa Renee Montgomery | Melissa Webb | Missy Webb
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 1. Thrivent Advisor Network, LLC d/b/a North Oaks Financial Group 2. Investment related 3. Office of Employment Address 4. RIA 5. Client Coordination Manager 6. 01/2011 7. 160 hrs/mo 8. 160 hrs during trading 9. Client Coordination; process developments 10. Salary
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Renee Montgomery's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 6, 2020 - Present
THRIVENT ADVISOR NETWORK, LLC
Office #1: 200 Village Center Dr Suite 200, North Oaks, MN 55127RIA
CRD#: 304569
North Oaks, MN
Past
June 9, 2022 - August 30, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
North Oaks, MN
Past
December 19, 2013 - June 17, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
NORTH OAKS, MN
Past
December 2, 2004 - June 17, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
NORTH OAKS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - (7/24/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(7/6/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
Phone number
(612) 844-8444
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 28,545 |
| AUM (Assets Under Management) | $ 6,648,306,479 |
Red Flags
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