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Melissa Montgomery

Thrivent Advisor Network, LLC

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About Melissa Montgomery

Melissa Montgomery is a financial advisor associated with Thrivent Advisor Network, LLC and is a licensed agent in Minnesota. Melissa has been working in the industry since 2004 and has experience with both financial planning and portfolio management. Prior to joining Thrivent Advisor Network, LLC, Melissa worked with Purshe Kaplan Sterling Investments and Thrivent Investment Management Inc. Melissa is also a Client Coordination Manager for North Oaks Financial Group.

Firm Information

Melissa Montgomery is currently registered with Thrivent Advisor Network, LLC. Thrivent Advisor Network, LLC is an investment advisor based in Minneapolis, Minnesota. The firm has 120 licensed agents, 164 investment advisor representatives, and 96 registered representatives. They manage approximately $6.16 billion in regulatory assets under management. Thrivent Advisor Network, LLC provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Thrivent Advisor Network, LLC

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$6.16B

Assets Under Management

1,300

Total Clients

129

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Melissa Montgomery’s Registration & Firm History

MN

07/06/2020 - Present

Thrivent Advisor Network, LLC (North Oaks MN)

MN

06/09/2022 - 08/30/2024

PURSHE KAPLAN STERLING INVESTMENTS (North Oaks MN)

MN

12/02/2004 - 06/17/2020

THRIVENT INVESTMENT MANAGEMENT INC. (NORTH OAKS MN)

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Licenses & Designations

BOTH

Issued 12/10/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Montgomery.
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