Investment Management Group
About this Advisor
David Rehbein is a financial advisor who works in Missoula, Montana, who has been in the industry for 23 years. Rehbein is currently employed by Investment Management Group. The advisor has gained experience at Peak Investment Management, LTD and Stockman Wealth Management. Rehbein holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Montana. Investment Management Group is an advisory company that has its headquarters in Missoula, Montana. It has offices in four locations and a total of 21 employees. It has $3 billion in total assets among its 1,415 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 44 charities and foundations. Of its 1,415 accounts, 21% are associated with high-net-worth individuals who have at least $1 million in assets. 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 usually depend on which services the firm provides the client. However, fee types billed by Investment Management Group likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
David Rehbein Work History
David has 23 years of experience.
Stockman Wealth Management
Peak Investment Management, LTD
David Rehbein has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Investment Management Group