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Martha Kaye Montgomery

INVISOR FINANCIAL LLC·SENECA, Kansas
Clean recordINVISOR FINANCIAL LLC
225 MAIN STREET, SENECA, KS 66538CRD# 6457698Firm CRD# 174890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martha Kaye Montgomery · SENECA, KS
Registration
CRD #6457698 · INVISOR FINANCIAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Martha Kaye Montgomery is a registered financial advisor based in SENECA, Kansas, affiliated with INVISOR FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
INVISOR FINANCIAL LLC
INVISOR
AUM
$167M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at INVISOR FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6457698
Firm CRD# 174890
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Martha Kaye Montgomery offer?
Martha Kaye Montgomery specializes in Financial Planning, Investment Management. Contact their office in SENECA, Kansas for a consultation.
What are Martha Kaye Montgomery's credentials?
Martha Kaye Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martha Kaye Montgomery located?
Martha Kaye Montgomery is based in SENECA, Kansas, working with INVISOR FINANCIAL LLC. Their office serves clients in the SENECA metropolitan area and surrounding communities.
How does Martha Kaye Montgomery charge for services?
Martha Kaye Montgomery's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVISOR FINANCIAL LLC?
INVISOR FINANCIAL LLC has approximately 4 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVISOR FINANCIAL LLC

Donald Lawrence Lueger
SENECA, KS
Jacqueline Kay Stanley
SENECA, KS
Justin Francis Lueger
SENECA, KS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)PRAIRIE VILLAGE (26)MISSION WOODS (18)MERRIAM (17)SALINA (13)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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