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Elliott B Montgomery

Mission Financial Group, LLC

Kilauea, HI

CRD 8015618

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Employer firm

Mission Financial Group, LLC CRD 311876

$311M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Mission Financial Group, Llc

732 S. 6Th St. #4119, Las Vegas, NV 89101 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-02-19
  • HI RA
    APPROVED
    Since 2025-02-19

Branch Locations

Kilauea, HI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Group Llc Honolulu HI 11/2024 Present
Williams Construction Llc Kapaa HI 11/2018 07/2025
Seacliff Plantation Community Association Kilauea HI 06/2024 07/2025
Evans Chaffee Construction Group Avon CO 04/2016 11/2018
Mission Financial Group, Llc Las Vegas NV 02/2025 Present
  • 11/2024 → Present
    Independent Financial Group Llc
    Honolulu, HI
  • 11/2018 → 07/2025
    Williams Construction Llc
    Kapaa, HI
  • 06/2024 → 07/2025
    Seacliff Plantation Community Association
    Kilauea, HI
  • 04/2016 → 11/2018
    Evans Chaffee Construction Group
    Avon, CO
  • 02/2025 → Present
    Mission Financial Group, Llc
    Las Vegas, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-22
  • S66 Uniform Combined State Law Examination
    2025-01-22

View on SEC IAPD

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