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
CFP®, Series 63, Series 65, Series 66
Industry experience
26 years
Kyle Geffre is a CFP® with 26 years of industry experience, currently serving as an advisor at Investment Management Group. His prior work includes positions at Stockman Wealth Management, LPL Financial LLC, Cetera Investment Advisers LLC, Cetera Investment Services LLC, and First Interstate Bank. 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 notable focus on institutional bank and municipal clients, operating primarily on a non-discretionary basis.
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
2019 - Present (7 years)
LPL Financial
2016 - 2019 (3 years)
Cetera
2014 - 2016 (2 years)
Cetera Investment Services Llc
2006 - 2016 (10 years)
First Interstate Bank
2002 - 2019 (17 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
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