Laurie Lynne Montagne

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 12/2017 → Present
  W Church Financial
  Erie, CO
• 02/2019 → Present
  Glass Doctor
  Montrose, CO
• 03/2019 → Present
  Custom Homes And More
  Montrose, CO
• 04/2012 → 05/2018
  Colorado Weed Management Association
  Olahte, CO
• 07/2019 → Present
  Cambridge Investment Research
  Fairfield, IA
• 09/2019 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, SEE EMPLOYMENT FOR START DATE. 2. BLACK CANYON WINDOWS AND DOORS, 336 E MAIN, MONTROSE, CO, 10/2023, W2 EMPLOYEE, BILLING, NIR, 60 HR/MO, 10 HR/MO TRADING. 3. W. CHURCH FINANCIAL, 60352 Gunnison Rd, Olathe CO 81425-9324, United States, 09/01/2019, IAR, DBA Name, NIR, 40 HR/MO, 40 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-19

Other Names

• Laurie Lynne Humphrey
• Laurie Lynne Felix
• Laurie Lynne Mingen
• Laurie Lynne Montagne