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
Missoula, MT 59802
Credentials
Series 65
Industry experience
3 years
Jessica Neuman is a Series 65 licensed advisor at Investment Management Group with three years of industry experience. She has worked at Stockman Wealth Management since 2022 and previously at Peak Investment Management from 2001 to 2016. Investment Management Group, operating as Stockman Wealth Management, offers advisory services to individuals, trusts, charitable organizations, pension plans, banks, and municipal clients. The firm provides a range of portfolio management and financial planning services with a focus on both discretionary and non-discretionary accounts, maintaining a notable institutional emphasis through its relationships with Stockman Bank and Stockman Insurance.
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)
321 West Broadway
Missoula, MT 59802
Montana
Stockman Wealth Management
2022 - Present (4 years)
Stockman Wealth Management
2016 - 2025 (9 years)
Peak Investment Management
2001 - 2016 (15 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.
Series 63, Series 65, Series 66
Missoula, MT
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CFP®, ChFC®
Missoula, MT
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Hi, I'm Caleb, the Founder and CEO of Advanced Practice Planning, LLC and husband to a PA-C. We help PAs retire with confidence. As a husband of a PA-C and brother of a physician, I uncovered a troubling trend in the financial planning industry. Advanced Practice Providers were consistently overlooked while their physician counterparts enjoyed superior service. This disparity fueled my mission to create a solution that bridges the gap created by traditional finance, ensuring that APPs receive the attention and guidance they truly deserve.
CFP®, ChFC®, Series 63
Missoula, MT
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Missoula, MT
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