Joshua
Bartling
Investment Management Group
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About this Advisor
Joshua Bartling is a financial advisor based in Bozeman, Montana, working with Investment Management Group. Joshua has previously held positions at Stockman Wealth Management, Montana State University, Poteet Construction, Cold Smoke Coffehouse, Evangelical Free Church Of Bozeman, Bunkhouse Brewery, and Stockman Bank. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Montana. Currently, Joshua is part of Investment Management Group, which operates out of Bozeman, Montana. The firm has 9 offices and 30 employees. The firm manages assets totaling $5.1 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Investment Management Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Investment Management Group Brokerage Details
$5,065,457,259
30
2,813
$1,800,731
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
Joshua Bartling Work History
Stockman Wealth Management
Stockman Bank
Bunkhouse Brewery
Evangelical Free Church Of Bozeman
Cold Smoke Coffehouse
Poteet Construction
Montana State University
Disclosures
Please visit the SEC profile of Joshua Bartling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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