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Chip Montgomery profile image

Chip Montgomery

Financial Advisor at Thrivent
Intro Book
Seasoned financial professional with 20+ years of experience in financial planning, accounting, and small business management.
  • Claim this Profile
Location
Lewiston, Minnesota, United States, US
Skills
  • Retirement Planning
  • Finance
  • Small Business
  • Microsoft Excel
  • Accounting
  • Show all
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Bio

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Chip Montgomery is a seasoned financial professional with a Master's degree in Accounting and a Bachelor's degree in Political Science. With over 20 years of experience in financial planning, accounting, and small business management, he has established himself as a trusted advisor to individuals and families. He holds various certifications, including Chartered Retirement Planning Counselor, Certified Public Accountant, and Behavioral Financial Advisor.

Credentials

  • Chartered Retirement Planning Counselor
    College for Financial Planning
    Sep, 2014
    - Jun, 2026
  • FINRA Series 66
    FINRA
    Nov, 2003
    - Jun, 2026
  • FINRA Series 7
    FINRA
    Nov, 2003
    - Jun, 2026
  • Certified Public Accountant
    State of Minnesota Board of Accountancy
    Sep, 1998
    - Jun, 2026
  • Behavioral Financial Advisor
    Think2Perform
  • CPA (Certified Public Accountant), credentials awarded by the State Accountancy Board. Not a practicing CPA and cannot provide tax or accounting advice or services. Thrivent and its affiliates are not CPA firms.

Experience

  • Thrivent
    • Lewiston, Minnesota, United States
    • Financial Advisor
      • Feb 2023 - Present
      • Lewiston, Minnesota, United States

      I’m a financial professional committed to helping individuals and families achieve their financial goals. Because when people have what they need financially, they’re able to focus on what matters most. By equipping clients with proven tools and resources, I help them build a financial strategy t...

  • Fred Troendle & Associates, A Financial Pla...
    • 949 Whitewater Avenue, Suite 1, St. Charles, MN...
    • Financial Advisor
      • Jan 2015 - Dec 2022
      • 949 Whitewater Avenue, Suite 1, St. Charles, MN...
  • Ameriprise Financial Services, Inc.
    • 949 Whitewater Avenue, Suite 1, St. Charles, MN...
    • Financial Advisor
      • Sep 2003 - Jan 2015
      • 949 Whitewater Avenue, Suite 1, St. Charles, MN...
  • Wolter & Raak, LTD
    • Staff Accountant
      • Sep 1998 - Sep 2003

      Individual, small business, estate and trust tax planning and preparation; payroll tax preparation; computer accounting system installation, set-up and training.

  • Lehman & Wilkinson, CPAs
    • Keene, New Hampshire
    • Staff Accountant
      • Jan 1997 - Sep 1998
      • Keene, New Hampshire

      Individual and small business tax preparation; bookkeeping; audit work.

  • American Lung Association of New Hampshire
    • Manchester, New Hampshire
    • Director of Special Events
      • Apr 1990 - Dec 1996
      • Manchester, New Hampshire
  • United States Marine Corps
    • Camp Pendleton, Oceanside, California
    • First Lieutenant
      • Jan 1986 - Jan 1990
      • Camp Pendleton, Oceanside, California

Education

  • 1994 - 1996
    New Hampshire College
  • 1981 - 1985
    University of Colorado Boulder

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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