Steve Montgomery- Financial Advisor Ellensburg, WA

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About Steve Montgomery

Our process is focused on moving towards your ultimate vision and guided by your core values to experience the best results. Upon discovering these key pieces, we develop strategic priorities in your life and customize the plan to fit with your life and business.

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General Information

No. of Employees

10-19

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

B.A Finance - Finance

Seattle Pacific University
1988 -1990

M.S. Financial Services - Finance

American College
1998 -2000

BSME - Mechanical Engineering

University of Washington
09/2000 -06/2004

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891654/paladinregistry-Legion-Private-Wealth-Management-detailed-disclosure.html

Disclaimer

Legion Private Wealth Management is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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Steve Montgomery

Legion Private Wealth Management