Robbie John Montgomery

Current Employers

Employment History

• 01/2007 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 01/2007 → 08/2023
  Minnesota Life Insurance Company
  St Paul, MN
• 01/2007 → 08/2023
  Securian Financial Advisors Of North Dakota, Inc
  Mandan, ND
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Mandan, ND
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-07-09 → 2023-08-10
  Securian Financial Services, Inc.
  Mandan, ND
  St. Paul, MN

Other Businesses

1) SAND FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2015 ADDRESS: , Mandan ND , United States DESCRIPTION: Agent/Broker 2) NAME OF OTHER BUSINESS: LUX WEALTH ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2006; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-23
• S63 Uniform Securities Agent State Law Examination
  2007-03-15