Kary
Meschke

Investment Management Group

CRD#6826214
Investment Advisor
in Billings, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kary Meschke is a certified financial planner based in Billings, Montana with 6 years of relevant experience. Meschke is an advisor for Investment Management Group. Throughout their career, they have worked at Hanser'S, Watco, Center Launch and Stockman Wealth Management. Meschke has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Montana. Investment Management Group is a company headquartered in Billings, MT. The firm has offices in six locations and a total of 26 people on staff. It has $5 billion in total assets between its 2,044 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 74 charitable organizations. Of its 2,044 accounts, 28% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm performs a broad array 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 fees are based on which services the firm provides the client. However, fees billed by Investment Management Group likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

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

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

Kary Meschke Work History

Kary has been registered as a financial advisor for 6 years.*

2021 - Present (3 years)

Stockman Wealth Management

2021 - 2021 (< 1 year)

Stockman Wealth Management

2019 - 2021 (2 years)

Stockman Wealth Management

2018 - 2019 (1 year)

Stockman Wealth Management

2017 - 2018 (1 year)

Stockman Wealth Management

2015 - 2017 (2 years)

Hanser'S

2014 - 2015 (1 year)

Watco

2013 - 2014 (1 year)

Center Launch

*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 Kary Meschke 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

Kary Meschke
Billings, MT
Brenda Hittmeier
Billings, MT
Patrick Angland
Billings, MT
Carson Quinnell
Billings, MT
Travis Hartman
Bozeman, MT
Michelle Juntunen
Helena, MT
Jennifer Hemphill
Billings, MT
Molly Werk
Missoula, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started