Sean
Burt
Investment Management Group
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About this Advisor
Sean Burt is a financial advisor based out of Missoula, Montana. Burt works at Investment Management Group. Throughout their career, they have worked at Stockman Wealth Management, Stonefly Financial, Student, American Bank, Montana Tech, Newland And Co, Maroon Activity Center, Butte Central Highschool, Enterprise Rent-A-Car and Montana State University. Burt maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Montana. Investment Management Group is a firm operating out of Billings, MT. The investment advisory business has offices in six locations and a total of 26 financial advisors. It has $5 billion in assets across its 2,044 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 74 charities and foundations. Of its 2,044 client accounts, 28% are associated with high-net-worth investors who have at least $1 million in assets. 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. Fees charged by financial advisors depend on the type of services. However, fees billed by Investment Management Group most likely are comprised of 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
Sean Burt Work History
Sean has been registered as a financial advisor for 0 years.*
Stockman Wealth Management
Stonefly Financial
Student
American Bank
Enterprise Rent-A-Car
Montana State University
Montana Tech
Newland And Co
Montana Tech
Maroon Activity Center
Butte Central Highschool
*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 Sean Burt 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
Bozeman, MT
Billings, MT
Helena, MT
Billings, MT
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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