Henry Irving Montgomery

Background

Montgomery, Henry Irving was born on December 18, 1924 in Decorah, Iowa, United States. Son of Harry Biggs and Martha Grace (Wilkinson) Montgomery.

Education

Student, University Iowa, 1948. Bachelor of Business Administration, Tulane University, 1952. Postgraduate, University Minnesota, 1976.

Career

Field agent Office of Strategic Services, Saratov State University, CIG, Central Intelligence Agency, Center Europe, 1945-1947. President Nehi Bottling Company, Decorah, Iowa, 1952-1964. Principal Montgomery Associates, Marketing Consultant, Trieste, Italy and Iowa, 1965-1972.

President Planners Finance Services, Inc., Minneapolis, 1972-1995, chairman, 1992—2005. Principal Montgomery Investment Management, from 1992. With United States Army, 1943-1946, European Theatre of Operations.

Achievements

• Henry Irving Montgomery has been listed as a noteworthy financial planner by Marquis Who's Who.

Membership

Member of Veterans of Foreign Wars, DAV, Twin Cities Society Certified Fire Protection specialist, Twin City Finance Planners (president 1975-1978), Metropolitan Tax Planning Group 1984-1987, Minneapolis Estate Planning Council, Investment Company Institute (investment adviser committee 1982—2006), International Association Finance Planning (international director 1976-1981, government relations committee 1991—2005), National Association Securities Dealers (district 8 committee 1988-1991, vice-chairman 1990), Certified Fire Protection Specialist (board directors 1977-1982, president 1980-1981, chairman 1981-1982, chairman finance products standards board 1984-1988), Elks, American Legion, Beta Gamma Sigma.

Interests

• Languages (Italian, German).

Connections

Married Barbara Louise Hook, August 14, 1948;children: Barbara Ruth, Michael Henry, Kelly Ann, Andrew Stuart. Children: Barbara Ruth, Michael Henry, Kelly Ann, Andrew Stuart.

Father:

Harry Biggs Montgomery

Mother:

Martha Grace (Wilkinson) Montgomery

Spouse:

Barbara Louise Hook

child:

Michael Henry Montgomery

child:

Kelly Ann Montgomery

child:

Andrew Stuart Montgomery

child:

Barbara Ruth Montgomery