Investment adviser representative · Investment Management Group
Marni A. Cowan
CRD 2137376 · Billings, MT
At a glance
Marni A. Cowan is an investment adviser representative with Investment Management Group in Billings, MT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marni’s SEC record dates to 2013, about 13 years ago.
Current advisory firm
- Investment Management GroupSince May 2023Billings, MT · $5.2B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Marni’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.