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Financial ADVSR advisor directory · SEC adviser records

Investment Management Group financial advisors in Montana

Every SEC-registered investment adviser representative at a Investment Management Group office in Montana, by city and A to Z.

The short answer

24 registered advisors work at Investment Management Group in Montana, out of 24 nationwide; it's the firm's number 1 state by advisors, and the most are in Billings (15). 5 list the CFP designation and 0 are also registered broker representatives.

Investment Management Group advisors by city in Montana

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Billings 15Missoula 3Helena 2Bozeman 1Manhattan 1Plentywood 1Whitefish 1

Investment Management Group advisors in Montana, A to Z

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Questions

How many Investment Management Group financial advisors are in Montana?

24 investment adviser representatives are registered at Investment Management Group offices in Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 24 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Where in Montana does Investment Management Group have the most advisors?

Billings, with 15, then Missoula (3). Investment Management Group has advisors in 7 cities in Montana.

How do I check a Investment Management Group advisor in Montana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Investment Management Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.