Advisor at Mission Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mission Financial Group, LLC
Location
Kilauea, HI
Credentials
Series 66
Industry experience
1 year
Elliott Montgomery is a financial advisor at Mission Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience in construction and community association management. Mission Financial Group provides investment advisory and planning services to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm focuses on individualized portfolio construction and ongoing monitoring, utilizing a variety of investment strategies and asset types.
Based on Mission Financial Group, LLC
Based on Mission Financial Group, LLC
Financial Planning & Consulting flat fees range from $2,000 to $5,000; minimum fee generally $2,000.
Account minimum: $250,000 (negotiable and can be waived at firm's discretion)
Kilauea, HI
Hawaii
Mission Financial Group, LLC
2025 - Present (1 year)
Independent Financial Group LLC
2024 - Present (2 years)
Seacliff Plantation Community Association
2024 - 2025 (1 year)
Williams Construction LLC
2018 - 2025 (7 years)
Evans Chaffee Construction Group
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Kapaa, HI
Infinity Financial Services Advisory
CFP®, Series 65
Kapaa, HI
Abacus Wealth Partners
Series 63, Series 65
Kapaa, HI
Merrill
Christopher Hochuli is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in long-term portfolio and liability management, including the identification and review of investment managers utilized by the group. Christopher is a portfolio manager who manages personalized or defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. With 27 years of experience advising high net worth clients, Christopher has expertise in estate planning, asset and liability management primarily serving physicians, attorneys, C-suite executives, entrepreneurs, and business owners. He joined Merrill Lynch in 1996, having previously worked at Bank of America Honolulu. Christopher holds a Bachelor's degree from Boston College and holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside his advisory role, Christopher serves on the board of Na Kama Kai, a foundation based in West Oahu. He is also a State Advisory Board member for the Trust for Public Lands and has previously been president of the board for the Waldorf Schools in Honolulu.
Series 63, Series 65
Princeville, HI
LPL Financial
Series 63, Series 65
Kapa'a, HI
Empower Advisory Group
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