Zackary McKittrick, financial advisor Billings MT
89 score

Zackary McKittrick

CRD Number: 6313201
Current Firm: Investment Management Group

Zackary McKittrick (CRD# 6313201) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Stockman Asset Management Billings, MT Mar 2014 - Current 3
Stockman Bank Of Montana Billings, MT Jul 2012 - Mar 2014 1
Us Bank Billings, MT May 2009 - Jul 2012 3
Flextronics Billings, MT Jul 2008 - May 2009 < 1
Us Bank Billings, MT Aug 2007 - Jul 2008 < 1
Wells Fargo Bank Billings, MT Jan 2007 - Aug 2007 < 1
Evergreen Iga Billings, MT Sep 2002 - Mar 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Zackary S. McKittrick
Phone Number: 406-655-3960
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    2,766
    MILLIONS
  • Total Number of Accounts
    1,106
    ACCOUNTS
  • Average Account Value
    $2,501,294
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, FL, IA, MN, MT, NE, NH, NV, OR, SD, TX, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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