Zackary McKittrickCRD 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 2 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Northwestern Mutual Investment Services,llc
Waddell & Reed
|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|
Total Assets Under Management2,766MILLIONS
Total Number of Accounts1,106ACCOUNTS
Average Account Value$2,501,294
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, FL, IA, MN, MT, NE, NH, NV, OR, SD, TX, WA, WI
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