Travis
Hartman
Investment Management Group
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About this Advisor
Travis Hartman is a financial advisor who works in Bozeman, Montana, with a total of 1 year of relevant experience. Hartman is currently employed by Investment Management Group. During their career, the advisor has held roles at Northwestern Mutual, Stockman Wealth Management, U.S. Bank Private Wealth Management and Wells Fargo Private Bank. Hartman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Montana. Investment Management Group is an advisory firm operating out of Billings, MT. The firm has offices in six locations and a total of 26 financial advisors. It oversees $5 billion in assets under management among its 2,044 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 74 charities and foundations. Of its 2,044 accounts, 28% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fee schedules largely are based on which services the firm provides the client. Fee types billed by Investment Management Group likely 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
Travis Hartman Work History
Travis has been registered as a financial advisor for 1 years.*
Stockman Wealth Management
U.S. Bank Private Wealth Management
U.S. Bank Private Wealth Management
Wells Fargo Private Bank
Northwestern Mutual
*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 Travis Hartman 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
Helena, MT
Billings, 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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