Ronald
O'Donnell

Investment Management Group

CRD#2346026
Investment Advisor
in Billings, MT

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About this Advisor

Ronald O'Donnell is a chartered financial analyst operating in Billings, Montana with a total of 20 years of relevant experience. O'Donnell works at Investment Management Group. The advisor has gained experience at Stockman Wealth Management and Stockman Asset Management. O'Donnell has a Series 65 license, designating them as an investment advisor representative, and can serve investors in Montana. Investment Management Group is a registered investment firm that has its headquarters in Billings, MT. The investment advisory business has offices in six locations and a total of 26 people on staff. It handles $5 billion in assets under management among its 2,044 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 74 charitable organizations. Of its 2,044 accounts, 28% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Investment Management Group offers a number 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 fees largely depend on which services are provided. However, fee types charged by Investment Management Group can consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

20 years

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

1405 Grand Avenue
Billings, MT 59102

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Investment Management Group Brokerage Details

Total Assets Under Management

$4,470,755,002

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

26

MT Average: 66
Total Number of Accounts

2,044

MT Average: 6,076
Average Account Size

$2,187,258

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

Ronald O'Donnell Work History

Ronald has been registered as a financial advisor for 20 years.*

2011 - Present (13 years)

Stockman Wealth Management

2018 - 2021 (3 years)

Stockman Wealth Management

2016 - 2021 (5 years)

Stockman Wealth Management

2013 - 2014 (1 year)

Stockman Asset Management

*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 Ronald 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

Kary Meschke
Billings, MT
Brenda Hittmeier
Billings, MT
Patrick Angland
Billings, MT
Carson Quinnell
Billings, MT
Travis Hartman
Bozeman, MT
Michelle Juntunen
Helena, MT
Molly Werk
Missoula, MT
Karyn Sigler
Billings, MT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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