Investment Management Group

Firm record

As recorded in SEC IAPD

Firm CRD

122166

SEC number

801-61567

Firm type

RIA

Assets under management

$5.2B as of May 18, 2026

Website

www.linkedin.com/company/stockman-wealth-management ↗

Phone

406-655-3960

Address

2700 King Ave. W, Billings, MT, 59102

Advisors at this firm

26 in our index · page 1 of 1

• Patrick Herbert AnglandCRD 2825370 · Billings, MT
  IA Registered
• David William AshbyCRD 6731431 · Helena, MT
  IA Registered
• Joshua Taylor BartlingCRD 7946244 · Bozeman, MT
  IA Registered
• Marni Ann CowanCRD 2137376 · Billings, MT
  IA RegisteredRegistration inactive
• Abby Lorene CoffeeCRD 7297144 · Billings, MT
  IA Registered
• Nathan Michael FiskCRD 6473279 · Billings, MT
  IA Registered
• Kyle David GeffreCRD 2634041 · Billings, MT
  IA RegisteredRegistration inactive
• Eric Mitchell GeorgeCRD 5736121 · Billings, MT
  IA Registered
• John Elton GaltCRD 8039998 · Billings, MT
  IA Registered
• Kimberly Ann HartmanCRD 5882219 · Manhattan, MT
  IA Registered
• Jennifer Mae HemphillCRD 5737677 · Billings, MT
  IA Registered
• Larry Douglas JohnsCRD 2533115 · Billings, MT
  IA Registered
• Michelle Marie JuntunenCRD 6363934 · Helena, MT
  IA RegisteredRegistration inactive
• Claudine Alisa JohnsonCRD 6451542 · Whitefish, MT
  IA RegisteredRegistration inactive
• Tanner Lee KlumphCRD 7936366 · Missoula, MT
  IA Registered
• Jonathan KrivecCRD 8163231 · Billings, MT
  IA Registered
• Reed Joseph McelyeaCRD 7250144 · Bozeman, MT
  IA RegisteredRegistration inactive
• Jessica Renee NeumanCRD 4450464 · Missoula, MT
  IA Registered
• Mason O'donnellCRD 7154564 · Billings, MT
  IA RegisteredRegistration inactive
• Ronald Wayne O'donnellCRD 2346026 · Billings, MT
  IA Registered
• Carson Delmar QuinnellCRD 6423611 · Glendive, MT
  IA Registered
• Hayley RiesCRD 7966578 · Great Falls, MT
  IA Registered
• Jonathan Art SkinnerCRD 7836129 · Sidney, MT
  IA Registered
• Elise Alexandria StrommenCRD 7946232 · Helena, MT
  IA Registered
• Ronna Marie VogesCRD 5353413 · Billings, MT
  IA Registered
• Molly Marie WerkCRD 7660536 · Missoula, MT
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.