Advisor at Investment Management Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Investment Management Group
Location
Helena, MT 59601
Credentials
Series 65
Industry experience
1 year
Elise Strommen is a Series 65 licensed advisor with Investment Management Group, where she has worked since 2024. She has experience at Stockman Wealth Management and Stockman Bank, and prior to that, held various roles including positions at Montana State University and the City of Glasgow Recreation Department. Investment Management Group provides advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, banks, and a municipal client. The firm offers portfolio management, financial planning, 401(k) plan advisory, and asset/liability modeling, with a notable institutional focus and a mix of discretionary and non-discretionary management.
Based on Investment Management Group
Financial planning fees typically $2,500 fixed fee; Asset/Liability modeling fees approx. $2,400-$3,000 per year
$0 - $25 million: $250 per million $25 million - $50 million: $200 per million $50 million - $75 million: $150 per million $75 million+: $100 per million
Account minimum: $250,000 (minimum can be waived or negotiated) Minimum fee: $3,000 per year minimum fee for Institutional/Bank Portfolio Management Fee-only: Financial planning fees charged on a fixed fee basis, typically $2,500 (can be higher based on complexity)
3094 N Sanders St
Helena, MT 59601
Montana
Stockman Wealth Management
2024 - Present (2 years)
Stockman Bank
2023 - 2024 (1 year)
Stockman Bank
2023 - 2023 (1 year)
Stockman Bank
2022 - 2022 (1 year)
Montana State University
2020 - 2024 (4 years)
Vandalia Ranch
2019 - 2022 (3 years)
City of Glasgow Recreation Department
2019 - 2019 (1 year)
City of Glasgow Recreation Department
2018 - 2018 (1 year)
Sweet Memories
2015 - 2016 (1 year)
Hinsdale School
2009 - 2020 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Helena, MT
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CFA®
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Series 66
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Ashton Thomas Private Wealth
CFP®, CFA®
Helena, MT
Mission Wealth Management, LP
Series 66
Helena, MT
Ashton Thomas Private Wealth
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