Michelle Juntunen, financial advisor Helena MT

Michelle Juntunen

CRD Number: 6363934
Current Firm: Investment Management Group

Michelle Juntunen (CRD# 6363934) is an Investment Advisor Representative working at Investment Management Group in Helena, MT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Stockman Wealth Management Helena, MT Sep 2019 - Current 2
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
Red Lion Hotels Helena, MT Apr 2012 - Jul 2012 < 1
Macy's Helena, MT May 2011 - May 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Michelle M. Juntunen
Phone Number: 406-655-3960
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    4,392
    MILLIONS
  • Total Number of Accounts
    1,561
    ACCOUNTS
  • Average Account Value
    $2,813,410
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, MN, MT, ND, NE, NV, OR, SD, TX, VA, WA, WI, WY

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