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John Montgomery

Advisor at Invictus Investment Advisors

Updated today

Location

Lawton, OK

Credentials

Series 65

Industry experience

6 years

About

John Montgomery is a financial advisor at Invictus Investment Advisors in Lawton, OK, with six years of industry experience. He holds a Series 65 designation and has prior work history including roles with the State of Oklahoma and the University of Oklahoma. Montgomery is also a member of the Lawton Fort Sill Chamber of Commerce. Invictus Investment Advisors is a state-registered, single-advisor firm serving individual and institutional clients, including employer-sponsored retirement plans. The firm employs a primarily passive, Modern Portfolio Theory–based investment approach, emphasizing asset allocation, low turnover, and tax efficiency, while also incorporating fundamental and technical analysis when appropriate.

Client services

Based on Invictus Investment Advisors

Financial planning Portfolio management

Expertise

Based on Invictus Investment Advisors

Passive / index investing

Fee options

Percentage

$0 - $9,999.99: 0.40% $10,000 - $999,999.99: 0.50% $1,000,000+: 0.25%

Location

Lawton, OK

Most active in

Oklahoma

Work history

Invictus Consulting LLC

2025 - Present (1 year)

Lawton Fort Sill Chamber of Commerce

2023 - 2025 (2 years)

Invictus Investment Advisor LLC

2019 - Present (7 years)

State of Oklahoma

2018 - 2023 (5 years)

University of Oklahoma

2017 - 2019 (2 years)

State of Oklahoma

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

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Series 66

Lawton, OK

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Series 66

Lawton, OK

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Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Cassidy L

Series 63, Series 65

Lawton, OK

First Command Advisory Services

Cassidy Ley Han is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. Han has no prior financial industry experience but served nine years in the United States Air Force before joining First Command in 2025. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching with a 12-month engagement cycle supported by an in-house investment management team.

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Savannah C

Series 66

Lawton, OK

First Command Advisory Services

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Henry E

Series 63, Series 65

Lawton, OK

First Command Advisory Services

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Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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