Investment Management Group

Investment Advisor
in Missoula, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Andrew Harris is a financial advisor operating in Missoula, Montana, who has been in the industry for 11 years. Harris is an employee of Investment Management Group. Throughout their career, they have worked at Stockman Wealth Management, Stockman Bank, Orange Street Food Farm, Sunglasses Hut, Universal Athletics, Big Sky High School and Rosauers. Harris maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Montana. Investment Management Group is a company operating in Missoula, Montana. The firm has offices in four locations and a total of 21 financial advisors. It has $3 billion in assets under management across its 1,415 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 44 charitable organizations. Of its 1,415 customer accounts, 21% are held by high-net-worth investors who have greater than $1 million in assets. Investment Management Group has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees charged by financial advisors largely vary depending on the services provided. However, fees charged by Investment Management Group likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

321 West Broadway
Missoula, MT 59802

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Investment Management Group Brokerage Details

Total Assets Under Management


MT Average: $2,609,029,241
Total Number of Employees


MT Average: 66
Total Number of Accounts


MT Average: 6,076
Average Account Size


MT Average: $429,399

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Andrew Harris Work History

Andrew has 11 years of experience.

2019 - Present (2 years)

Stockman Wealth Management

2016 - Present (5 years)

Stockman Bank

2016 - Present (5 years)

Orange Street Food Farm

2014 - 2019 (5 years)

Sunglasses Hut

2012 - 2015 (3 years)

Universal Athletics

2011 - 2012 (1 year)

Big Sky High School

2009 - 2011 (2 years)



Andrew Harris has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Investment Management Group

Jennifer Hemphill
Billings, MT
Alan Davies
Billings, MT
Kary Parks
Billings, MT
Andrew Harris
Missoula, MT
Eric George
Billings, MT
Erika Ferris
Billings, MT
Brenda Hittmeier
Billings, MT
Hannah Santa Cruz
Missoula, MT

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started