David
Rehbein

Investment Management Group

CRD#2563545
Investment Advisor
in Missoula, MT

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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

Series 65

Years of Experience

23 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

Disclosures

No

Office Location

321 West Broadway
Missoula, MT 59802

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Investment Management Group Brokerage Details

Total Assets Under Management

$3,130,967,442

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

21

MT Average: 66
Total Number of Accounts

1,415

MT Average: 6,076
Average Account Size

$2,212,698

MT Average: $429,399

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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

David Rehbein Work History

David has 23 years of experience.

2016 - Present (5 years)

Stockman Wealth Management

1997 - 2016 (19 years)

Peak Investment Management, LTD

Disclosures

David Rehbein 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.

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