Kimberly
Hartman
Investment Management Group
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About this Advisor
Kimberly Hartman is a financial advisor based in Manhattan, Montana, working with Investment Management Group. Kimberly has previously held positions at Stockman Wealth Management, Montana State University Alumni Foundation, Roc Wheels, Montana State University, Dovetail Collaborative Financial Planning, and Professional Financial Management. Kimberly is registered to provide services in Montana. Currently, Kimberly is part of Investment Management Group, which operates out of Manhattan, Montana. The firm has 9 offices and 30 employees. Investment Management Group manages assets totaling $5.1 billion and serves both 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.
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
Kimberly Hartman Work History
Stockman Wealth Management
Montana State University Alumni Foundation
Roc Wheels
Dovetail Collaborative Financial Planning
Professional Financial Management
Montana State University
Disclosures
Please visit the SEC profile of Kimberly Hartman 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
Missoula, MT
Billings, MT
Billings, MT
Whitefish, MT
Billings, MT
Billings, MT
Billings, MT
Missoula, MT
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