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Chip Montgomery

Advisor Image
Chip Montgomery
Financial Advisor
.
CRPC™, BFA™, CEPA®
Farmers
Business Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
Education & Accomplishments
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 provide tax or accounting advice or services. Thrivent and its affiliates are not CPA firms.
About Me
About Me

My wife, Leah, and I are parents to four amazing young adults, one wonderful daughter-in-law, one awesome son-in-law, and a very cute little white dog. We are also grandparents to two of the most beautiful granddaughters and the two cutest little grandsons ever (OK, I'm a little biased).


Prior to joining Thrivent in February 2023, I was a financial advisor for nineteen years in a practice affiliated with Ameriprise and then with Focus Financial. Before starting my career in financial planning, I was a CPA in two different public accounting firms for seven years specializing in individual and small business tax planning and preparation and I still maintain an active CPA license. Though Thrivent prohibits its advisors from preparing income tax returns, my past tax experience gives me a uniquely qualified perspective on financial planning.


After 17 years working in the local school system, Leah started a new chapter of life as grandma-daycare provider for our granddaughters. I’d say both grandma and granddaughters are blessed by the arrangement!


Leah and I love to hike and are discovering the joys of empty nest-hood and of being grandparents. We are members of Pleasant Valley Church in Winona, Minnesota. In my free time, you’re likely to find me riding my motorcycle on southeast Minnesota’s winding county roads and trails or kayak fishing area lakes or the Mississippi River.

My qualifications
  • Bachelors of Political Science, University of Colorado at Boulder
  • Masters of Accounting, New Hampshire College
  • Chartered Retirement Planning Counselor™
  • Behavioral Financial Advisor™
  • Certified Exit Planning Advisor®
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • California(Insurance Lic. #4400393)
  • Florida
  • Georgia
  • Iowa
  • Maryland
  • Minnesota
  • Texas
  • Virginia
  • Wisconsin

Insights

Financial planning for millennials: A comprehensive guide
Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️ Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
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Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
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A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V Let's chat about all the retirement plan options available to you and find the one that best meets your needs.
Office location
Lewiston Location
5 N. Fremont Street
Lewiston, MN 55952
Phone507-951-6227Hours

M – F: 8 a.m. – 5 p.m.

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