Broker Check
Kristin Montgomery, CFP®

Kristin Montgomery, CFP®


Kristin is a born and raised Duluthian, hailing from the halls of Denfeld High School. Kristin graduated from the College of St. Scholastica with a degree in Psychology. She spent the first few years post college working as a probation officer and then as a youth treatment counselor.  She got her start in the financial industry in 2009 at Thrivent Financial, and was there for just over two years before taking some time off to be a stay at home mom. In 2013 she began working as an advisor associate to Jason Kuss and spends her working hours focusing in the areas of financial plan development and other in-office advisory related tasks.

Outside of work - Kristin is married to Derek, who owns and operates a photography and photo booth company in Duluth. They have three kids – Evan, Jaxon and Quinn and a mini golden doodle dog named Rey. In college Kristin was a multi-sport athlete, competing on both the soccer and hockey teams, and to this day continues to play on a co-ed rec hockey team and a competitive women’s broomball team, two activities that get her out of the house and a bit of exercise!  When she isn’t playing sports, she can be found spectating, as her kids are all very involved in soccer, hockey and baseball.  Other than work and sports, Kristin enjoys spending time with her family playing intense game of Battleship and Catan, as well as even more intense games of Towerfall on the PS4.


Waddell & Reed is not affiliated with any other entities referenced.  01/19