Jennifer
Hemphill

Investment Management Group

CRD#5737677
Investment Advisor
in Billings, MT

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About this Advisor

Jennifer Hemphill is a certified financial planner operating out of Billings, Montana who has 13 years of relevant experience. Hemphill is an employee of Investment Management Group. Over the course of their career, Hemphill has held roles at Stockman Asset Management and Stockman Wealth Management. Hemphill maintains a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Montana. Investment Management Group is a financial advisory business based out of Billings, MT. It has offices in six locations and a total of 26 people on staff. It administers $5 billion in total assets between its 2,044 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 74 charities and foundations. Of its 2,044 accounts, 28% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Investment Management Group offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees for financial management vary depending on the type of financial services provided. Fee types charged by Investment Management Group likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 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

402 N. Broadway
Billings, MT 59101

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Investment Management Group Brokerage Details

Total Assets Under Management

$4,470,755,002

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

26

MT Average: 66
Total Number of Accounts

2,044

MT Average: 6,076
Average Account Size

$2,187,258

MT Average: $429,399

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

Jennifer Hemphill Work History

Jennifer has been registered as a financial advisor for 13 years.*

2021 - Present (3 years)

Stockman Wealth Management

2016 - 2021 (5 years)

Stockman Wealth Management

2014 - 2016 (2 years)

Stockman Asset Management

2011 - 2014 (3 years)

Stockman Asset Management

*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 Jennifer Hemphill 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

Brenda Hittmeier
Billings, MT
Kary Meschke
Billings, MT
Patrick Angland
Billings, MT
Carson Quinnell
Billings, MT
Travis Hartman
Bozeman, MT
Michelle Juntunen
Helena, MT
Jennifer Hemphill
Billings, MT
Abby Coffee
Billings, MT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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