Annalise Montgomery
Investment adviser representative at Faith Investor Services
11 yearsExperience
1 stateRegistered in
$279.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Faith Investor ServicesMay 2025 to now
- Private FamilyMay 2024 to Aug 2024
- Atlasta CateringMar 2024 to Apr 2024
- Mounds View School DistrictMay 2023 to Jun 2023
- Grand Canyon UniversitySep 2022 to Apr 2026
- Dairy QueenMar 2020 to Jun 2020
- White Bear Lake Area High SchoolSep 2018 to Jun 2022
- Sunrise Park Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Faith Investor Services
Legal name: Faith Investor Services LLC
$279.7MAssets managed
254Clients
6Advisers
5 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
- 8272704
- Firm CRD
- 313337