Larry
Johns
Investment Management Group
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About this Advisor
Larry Johns is a chartered financial analyst working in Billings, Montana with 2 years of industry experience. Johns is on the advisory team at Investment Management Group. Over the course of their career, Johns has held roles at Stockman Wealth Management and First Interstate Bank. Johns maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Montana. Investment Management Group is a registered investment firm headquartered in Billings, MT. The investment advisory business has offices in six locations and a total of 26 people on staff. It oversees $5 billion in assets across its 2,044 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 74 charitable organizations. Of its 2,044 customer accounts, 28% are held by high-net-worth investors who have at least $1 million in investable assets. Investment Management Group offers a diverse assortment 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. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees billed by Investment Management Group most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investment Management Group Brokerage Details
$4,470,755,002
26
2,044
$2,187,258
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
Larry Johns Work History
Larry has been registered as a financial advisor for 2 years.*
Stockman Wealth Management
Stockman Wealth Management
First Interstate Bank
*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 Larry Johns 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
Billings, MT
Billings, MT
Billings, MT
Bozeman, MT
Helena, MT
Billings, MT
Helena, MT
Billings, MT
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