Michelle Juntunen (CRD# 6363934) is an Investment Advisor Representative working at Investment Management Group in Helena, MT and has over 5 years of experience in the finance industry.
CRD# 6731431
Investment Management Group
CRD# 6846265
D.a. Davidson & Company
CRD# 6176121
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stockman Wealth Management | Helena, MT | Sep 2019 - Current | 4 |
| Unemployed | Helena, MT | Jun 2019 - Aug 2019 | < 1 |
| M.s. Howells & Company | Scottsdale, AZ | Jun 2017 - May 2019 | 1 |
| Buchanan Capital Inc. | Billings, MT | Jun 2014 - May 2019 | 4 |
| Prospera Financial Services | Dallas, TX | Jun 2014 - Jun 2017 | 3 |
| Lee Enterprise | Helena, MT | Apr 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- MT
-
Total Assets Under Management4,779MILLIONS
-
Total Number of Accounts2,303ACCOUNTS
-
Average Account Value$2,075,210
- 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
- Other
AZ, CA, FL, MN, MT, ND, NE, NV, NY, OR, SD, TX, WA, WI, WY
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