Kristin Montgomery Headshot

Kristin Montgomery, CFP®*

VP/Wealth Advisor

Working among a positive and supportive family of co-workers at Bell, there is never a shortage of people who are willing to help and support me!

My position involves providing comprehensive financial planning and advice, helping clients build and establish short- and long-term financial goals, and then helping clients work toward achieving those goals. I have extensive experience in retirement planning, risk management through life insurance and annuities, education planning, and budgeting and debt spend-down strategies.

What I especially enjoy is educating clients about all financial aspects relevant to their lives and financial situations and providing them the advice and tools they need to work toward their financial goals. I truly believe fully educated clients are the most successful!

Born and raised in Duluth, Minn., I earned a bachelor’s degree in psychology from the College of St. Scholastica in Duluth before starting my career as a financial advisor in 2009. I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2018.

My husband, Derek, and I live in Duluth and have 3 children. Outside of work, I play broomball and hockey during the winters and spend most of my time year round chauffeuring my kids to their sporting events and activities. Outside of sports, our family enjoys campfires, playing pickleball and board games such as Settlers of Catan, traveling and movie nights with popcorn and ice cream.

Connect with me on LinkedIn.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bell Bank and Bell Investments are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Bell Investments, and may also be employees of Bell Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Bell Bank or Bell Investments. Securities and insurance offered through LPL or its affiliates are:

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