Larry
Johns

Investment Management Group

CRD#2533115
Investment Advisor
in Billings, MT

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About this Advisor

Larry Johns is a financial advisor based in Billings, Montana, working with Investment Management Group. Larry has previously held positions at Stockman Wealth Management and First Interstate Bank. Larry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Montana. Currently, Larry 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

Series 63, Series 65, Chartered Financial Analyst

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

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Investment Management Group Brokerage Details

Total Assets Under Management

$4,779,207,780

MT Average: $2,609,029,241
Total Number of Employees

27

MT Average: 66
Total Number of Accounts

2,303

MT Average: 6,076
Average Account Size

$2,075,210

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

Larry Johns Work History

2022 - Present (2 years)

Stockman Wealth Management

2021 - Present (3 years)

Stockman Wealth Management

2011 - 2021 (10 years)

First Interstate Bank

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

Jennifer Hemphill
Billings, MT
Michelle Juntunen
Helena, MT
Molly Werk
Missoula, MT
Johnathan Vogel
Billings, MT
Nathan Fisk
Billings, MT
Sean Burt
Missoula, MT
Patrick Angland
Billings, MT
Brenda Hittmeier
Billings, MT

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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