Amy Lynn Montgomery

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 02/2022
  Lpl Financial
  Plainfield, IL
• 02/2022 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2022 → Present
  Pursuit Wealth Group
  Joliet, IL

Previous Registrations

• 2013-07-29 → 2022-03-08
  Lpl Financial Llc
  Plainfield, IL
  Morris, IL

Exams

• S66 Uniform Combined State Law Examination
  2013-07-27
• S63 Uniform Securities Agent State Law Examination
  1999-05-17

Other Names

• Amy Lynn Koch
• Amy Lynn Bishop
• Amy Lynn Koch-Bishop
• Amy Lynn Koch - Bishop