Chip Montgomery
Financial Advisor
.
CRPC™, BFA™, CEPA®
Education & Accomplishments
- CPA (Certified Public Accountant), credentials awarded by the State Board of Accountancy of the State of Minnesota
- FINRA Series 7 & 66 • CPA*• CRPC
- Bachelor of Arts degree in Political Science from the University of Colorado in Boulder and a Master of Science degree in Accounting from New Hampshire College
- Past-President of the St. Charles Library Board and spearheaded the library expansion and modernization project
- Served as an officer in the United States Marine Corps from 1985 to 1992
- *Not a practicing CPA and cannot...
My qualifications
- Bachelors of Political Science, University of Colorado at Boulder
- Masters of Accounting, New Hampshire College
- General Securities Representative
- CA Insurance Lic. #4400393
My state licenses
- Arizona
- Florida
- Georgia
- Iowa
- Maryland
- Minnesota
- Texas
- Virginia
- Wisconsin
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.