Carson
Quinnell
Investment Management Group
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About this Advisor
Carson Quinnell is a financial advisor working out of Billings, Montana with 1 year of industry experience. Quinnell works at Investment Management Group. Their career trajectory has included roles at Stockman Wealth Management, Ups, Bozeman Arborcare, Alpine Orthopedics, Us Bank, Northwestern Mutual, Stockman Insurance and Montana State University. Quinnell maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Montana. Investment Management Group is an advisory business that has its headquarters in Billings, MT. The investment advisory business has offices in six locations and a total of 26 financial advisors. It oversees $5 billion in total assets among its 2,044 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 74 charitable organizations. Of its 2,044 client accounts, 28% belong to high-net-worth clients who have at least $1 million in assets available to invest. Investment Management Group provides a number 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. A financial advisor's fee schedules typically are based on which service is offered. Fees billed by Investment Management Group most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investment Management Group Brokerage Details
$4,470,755,002
26
2,044
$2,187,258
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
Carson Quinnell Work History
Carson has been registered as a financial advisor for 1 years.*
Stockman Wealth Management
Ups
Bozeman Arborcare
Alpine Orthopedics
Us Bank
Northwestern Mutual
Stockman Insurance
Montana State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carson Quinnell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investment Management Group
Billings, MT
Billings, MT
Billings, MT
Bozeman, MT
Billings, MT
Helena, MT
Billings, MT
Billings, MT
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