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Issued to:
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Montgomery Retirement Plan Advisors, Inc. dba Fidelis Fiduciary Management
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which has demonstrated its conformity to all Practices for:
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Investment Advisor Certification
Click to view practices
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for the following Program:
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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.
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Date of Current Registration:
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2019.09.23
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Date of Initial Registration:
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2009.09.23
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CEFEX file:
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CFX10100
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On behalf of the CEFEX Registration Committee
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David Vriesenga
Chief Rating Officer
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