linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph E. Montgomery

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph E. Montgomery

Joseph Montgomery is a financial advisor with over 20 years of experience in the industry. Joseph is registered with Thrivent Investment Management Inc., and has been with the firm since January 2023. Joseph is also registered in a number of states, including Minnesota, Florida, California, Virginia, and Wisconsin. Before joining Thrivent, Joseph worked at Royal Alliance Associates, Inc., and Ameriprise Financial Services, Inc. Joseph has a strong understanding of the financial needs of individuals and businesses. Joseph is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Joseph Montgomery is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Montgomery’s Registration & Firm History

MN

01/24/2023 - Present

Thrivent Investment Management Inc. (Lewiston MN)

MN

01/08/2015 - 12/31/2022

ROYAL ALLIANCE ASSOCIATES, INC. (ST. CHARLES MN)

MN

10/30/2003 - 01/26/2015

AMERIPRISE FINANCIAL SERVICES, INC. (ST. CHARLES MN)

MN

10/30/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Joseph E. Montgomery is right for you?

Licenses & Designations

BOTH

Issued 12/08/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph E. Montgomery.
Not sure if Joseph E. Montgomery is right for you?