Kristin Ruth Montgomery
Investment adviser representative at LPL Financial LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Bell BankAug 2022 to now
- LPL Financial, LLCJul 2021 to now
- Derek Montgomery PhotographyJan 2012 to now
- College of St ScholasticaSep 2006 to now
- Manifest Wealth Management (dba)Sep 2017 to Jun 2021
- Portman Hockey ClubMar 2014 to Mar 2022
- Various Insurance Carriers for W&r Insurance AgenciesOct 2013 to Jul 2021
- Waddell & Reed IncJun 2013 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5648747
- Firm CRD
- 6413