Mason
O'Donnell
Investment Management Group
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About this Advisor
Mason O'Donnell is a financial advisor based in Billings, Montana, working with Investment Management Group. Mason has previously held positions at Td Ameritrade, Northwestern College, Stockman Bank Of Montana, Hy-Vee, Covert Cleaning Inc, Laurel Public Schools, Stockman Wealth Management, and Stockman Bank. Mason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Montana. Currently, Mason 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
Mason O'Donnell Work History
Stockman Wealth Management
Stockman Wealth Management
Stockman Bank
Td Ameritrade
Northwestern College
Stockman Bank Of Montana
Northwestern College
Hy-Vee
Northwestern College
Covert Cleaning Inc
Laurel Public Schools
Disclosures
Please visit the SEC profile of Mason O'Donnell 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
Helena, MT
Billings, MT
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Missoula, MT
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Billings, MT
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