Mason
O'Donnell
Investment Management Group
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About this Advisor
Mason O'Donnell is a chartered financial analyst operating in Billings, Montana with a total of 3 years of relevant experience. O'Donnell is currently employed by Investment Management Group. Over the course of their career, O'Donnell has held roles at Td Ameritrade, Northwestern College, Stockman Bank Of Montana, Hy-Vee, Covert Cleaning Inc, Laurel Public Schools, Stockman Wealth Management and Stockman Bank. O'Donnell holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Montana. Investment Management Group is a company based out of Billings, MT. The company has offices in six locations and a total of 26 people on staff. It controls $5 billion in assets under management among its 2,044 client accounts, making it one of the biggest investment advisory 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 more than $1 million in assets. Investment Management Group performs a wide set 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. Fees for financial management usually depend on the financial services offered. However, fees billed by Investment Management Group can include 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
Mason O'Donnell Work History
Mason has been registered as a financial advisor for 3 years.*
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
*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 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
Billings, MT
Billings, MT
Billings, MT
Helena, MT
Billings, MT
Bozeman, MT
Billings, MT
Billings, MT
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