Dwight Kimball Montgomery

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2005 → 08/2017
  Ameriprise Financial Services, Inc.
  Columbus, OH
• 11/2018 → Present
  Mid Atlantic Financial Management, Inc
  Pittsburgh, PA
• 09/2017 → Present
  National Christian Foundation - Ohio
  Columbus, OH
• 11/2021 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2018-11-19 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Gahanna, OH
  Pittsburgh, PA
  Dublin, OH
• 1999-09-12 → 2017-08-22
  Ameriprise Financial Services, Llc
  Gahanna, OH
  Columbus, OH
  Cambridge, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-02
• S65 Uniform Investment Adviser Law Examination
  1996-02-02

Designations

• Certified Financial Planner