Issued to:
Montgomery Retirement Plan Advisors, Inc. dba Fidelis Fiduciary Management
14502 North Dale Mabry Highway, Suite 328, Tampa, FL, 33618, United States
which has demonstrated its conformity to all Practices for:
Investment Advisor Certification
Click to view practices
for the following Program:
Defined Contribution ERISA fiduciary services, including plan-level ERISA 3(38) investment management, for corporate and non-profit entities; and non-ERISA fiduciary services for governmental entities. Affiliated with Independent Financial Partners, a Registered Investment Advisor.
Date of Current Registration: 2019.09.23
Date of Initial Registration: 2009.09.23
CEFEX file: CFX10100

On behalf of the CEFEX Registration Committee

David Vriesenga
Chief Rating Officer