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
Billings, MT 59102
Credentials
Series 65
Industry experience
< 1 year
Jonathan Krivec is a financial advisor with Investment Management Group, holding a Series 65 credential and based in Billings, MT. He has one year of industry experience and has worked with Stockman Wealth Management and Stockman Bank. Prior to his advisory roles, he has had diverse experience including positions at Montana State University and other local organizations. Investment Management Group provides advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, banks, and a municipal client. The firm offers a range of portfolio management and financial planning services, with a significant focus on institutional clients and non-discretionary asset 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)
2700 King Ave. W
Billings, MT 59102
Montana
Stockman Wealth Management
2025 - Present (1 year)
Stockman Bank
2023 - 2025 (2 years)
Montana State University
2023 - 2023 (1 year)
Stockman Bank
2022 - 2022 (1 year)
Montana State University
2022 - 2022 (1 year)
Stoneworks Landscaping
2021 - 2021 (1 year)
Montana State University
2021 - 2023 (2 years)
Billings Gymnastic School
2020 - 2020 (1 year)
Montana State University
2019 - 2023 (4 years)
Montana State University
2019 - 2023 (4 years)
Billings Hardware
2019 - 2019 (1 year)
Mission Ridge
2017 - 2018 (1 year)
Billings West High School
2015 - 2019 (4 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.
CFA®, Series 63, Series 65
Billings, MT
Optima Capital Management
PFS™
Billings, MT
BDL Wealth Management PLLC
Series 65
Billings, MT
Alchemy Wealth Management
PFS™
Billings, MT
BDL Wealth Management PLLC
Series 65
Billings, MT
Stafford Financial
Series 66
Billings, MT
Stafford Financial
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