Investment Management Group

Investment Management Group (CRD# 122166) is a financial advisory firm headquartered in Billings, MT. They manage $2,766,430,670 in 1,106 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,766
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Investment Management Group
Showing 1 - 9 of 9 top financial advisors.
1
Jennifer M. Hemphill
CRD#: 5737677
402 N. Broadway, Billings, MT 59101
96
Wealthminder
score

Jennifer Hemphill (CRD# 5737677) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 7 years of experience in the finance industry. Jennifer Hemphill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brenda G. Hittmeier
CRD#: 4372893
402 N. Broadway, Billings, MT 59101
96
Wealthminder
score

Brenda Hittmeier (CRD# 4372893) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 16 years of experience in the finance industry. Brenda Hittmeier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kerry R. Neils
CRD#: 2153037
3094 North Sanders Street, Helena, MT 59601
96
Wealthminder
score

Kerry Neils (CRD# 2153037) is an Investment Advisor Representative working at Investment Management Group in Helena, MT and has over 26 years of experience in the finance industry.

4
Ronald O'donnell
CRD#: 2346026
402 North Broadway, Billings, MT 59101
96
Wealthminder
score

Ronald O'donnell (CRD# 2346026) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 24 years of experience in the finance industry.

5
Steven W. Ash
CRD#: 1695246
402 N. Broadway, Billings, MT 59101
93
Wealthminder
score

Steven Ash (CRD# 1695246) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 23 years of experience in the finance industry.

6
Eric M. George
CRD#: 5736121
402 N. Broadway, Billings, MT 59101
93
Wealthminder
score

Eric George (CRD# 5736121) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 7 years of experience in the finance industry.

7
Philip O. Howeth
CRD#: 2026406
3094 North Sanders Street, Helena, MT 59601
93
Wealthminder
score

Philip Howeth (CRD# 2026406) is an Investment Advisor Representative working at Investment Management Group in Helena, MT and has over 27 years of experience in the finance industry.

8
Karyn L. Sigler
CRD#: 3062468
402 North Broadway, Billings, MT 59101
93
Wealthminder
score

Karyn Sigler (CRD# 3062468) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 16 years of experience in the finance industry.

9
Zackary S. McKittrick
CRD#: 6313201
402 N. Broadway, Billings, MT 59101
89
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.