Christopher Montgomery Bahnsen

Employer firm

Montgomery Financial Planning LLC CRD 340835

Reported services (Item 5G)

Financial planning

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

Current Employers

Montgomery Financial Planning Llc

Arvada, CO • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-03-30

CO RA
APPROVED

Since 2026-03-30

Branch Locations

Arvada, CO • 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

Organization	City	State	From	To
Montgomery Financial Planning, Llc	Arvada	CO	08/2025	Present
Hitachi Digital Services	Englewood	CO	09/2019	09/2025
Anthem	Denver	CO	03/2008	05/2019
College For Financial Planning	Centennial	CO	10/2025	12/2025
Not Applicable	Arvada	CO	06/2019	08/2019
Apple & Arrow Sales, Llc	Arvada	CO	01/2020	Present

08/2025 → Present

Montgomery Financial Planning, Llc

Arvada, CO
09/2019 → 09/2025

Hitachi Digital Services

Englewood, CO
03/2008 → 05/2019

Anthem

Denver, CO
10/2025 → 12/2025

College For Financial Planning

Centennial, CO
06/2019 → 08/2019

Not Applicable

Arvada, CO
01/2020 → Present

Apple & Arrow Sales, Llc

Arvada, CO

Other Businesses

Christopher Bahnsen is a Non-Managing Member of Apple & Arrow Sales, LLC in Arvada, CO, an entity that provides sales and marketing consulting to other businesses. He has a 25% ownership in the entity. This business is not investment related. This activity began in 1/2020, and occupies approximately 5 hours per month, not during securities trading hours. He primarily performs administrative duties related to the operation of the firm.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-08

S65 Uniform Investment Adviser Law Examination

2026-01-08

View on SEC IAPD