Kyle
Geffre
Investment Management Group
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About this Advisor
Kyle Geffre is a financial advisor based in Billings, Montana, working with Investment Management Group. Kyle has previously held positions at First Interstate Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Stockman Wealth Management, and Lpl Financial LLC. Kyle has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Montana. Currently, Kyle is part of Investment Management Group, which operates out of Billings, Montana. The firm has 8 offices and 27 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including 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
$4,779,207,780
27
2,303
$2,075,210
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
Kyle Geffre Work History
Stockman Wealth Management
Lpl Financial LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLC
First Interstate Bank
Disclosures
Please visit the SEC profile of Kyle Geffre 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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Billings, MT
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