Molly
Werk
Investment Management Group
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About this Advisor
Molly Werk is a financial advisor based in Missoula, Montana, working with Investment Management Group. Molly has previously held positions at High School, Stockman Wealth Management, University Of Montana, Sportsman Ski Haus, Brannigan's Irish Pub, Studio Sweat, Fast Enterprises, and Vrtx Fitness. Molly has passed the Series 65 regulatory exam and is registered to provide services in Montana. Currently, Molly is part of Investment Management Group, which operates out of Missoula, 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
Molly Werk Work History
Stockman Wealth Management
Vrtx Fitness
Brannigan'S Irish Pub
Fast Enterprises
Brannigan'S Irish Pub
Studio Sweat
Brannigan'S Irish Pub
University Of Montana
Sportsman Ski Haus
High School
Disclosures
Please visit the SEC profile of Molly Werk 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
Missoula, MT
Missoula, MT
Helena, MT
Billings, MT
Billings, MT
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