Investment Management Group

Investment Management Group (CRD# 122166) is a financial advisory firm headquartered in Billings, MT. They manage $2,732,476,982 in 1,212 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,732
    MILLION
  • Total Number of Accounts
    1,212
    ACCOUNTS
  • Average Account Value
    $2,254,519
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, MN, MT, NE, NV, OR, SD, TX, VA, WA, WI, WY

Financial Advisors at Investment Management Group
Showing 1 - 10 of 16 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 8 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 17 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 W. O'donnell
CRD#: 2346026
2700 King Avenue West, Billings, MT 59102
96
Wealthminder
score

Ronald O'donnell (CRD# 2346026) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 25 years of experience in the finance industry.

5
Eric A. Vermulm
CRD#: 4839172
420 South Main Street, Conrad, MT 59425
96
Wealthminder
score

Eric Vermulm (CRD# 4839172) is an Investment Advisor Representative working at Investment Management Group in Conrad, MT and has over 13 years of experience in the finance industry.

6
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 24 years of experience in the finance industry.

7
Erika D. Ferris
CRD#: 3254114
402 N. Broadway, Billings, MT 59101
93
Wealthminder
score

Erika Ferris (CRD# 3254114) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has over 16 years of experience in the finance industry.

8
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.

9
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 28 years of experience in the finance industry.

10
David R. Rehbein
CRD#: 2563545
111 North Higgins Avenue, Suite 200, Missoula, MT 59802
93
Wealthminder
score

David Rehbein (CRD# 2563545) is an Investment Advisor Representative working at Investment Management Group in Missoula, MT and has over 23 years of experience in the finance industry.

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