Daniel Collins Montgomery

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 08/2023 → 08/2024
  Plante Moran Financial Advisors
  Columbus, OH
• 08/2020 → 05/2023
  University Of Dayton
  Dayton, OH
• 05/2017 → 02/2020
  One Lincoln Park
  Kettering, OH
• 08/2019 → 05/2023
  University Of Dayton
  Dayton, OH
• 08/2004 → 05/2019
  Kettering City Schools
  Kettering, OH
• 08/2024 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2024-04-05 → 2024-08-16
  Plante Moran Financial Advisors
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-04

Other Names

• Dan Collins Montgomery