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
ChFC®, Series 66
Industry experience
9 years
Michelle Juntunen is a ChFC® and Series 66 credentialed advisor with nine years of industry experience. She is currently with Investment Management Group, working under the d/b/a Stockman Wealth Management. Her prior roles include positions at Buchanan Capital Inc., Prospera Financial Services, and M.S. Howells & Co. Investment Management Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, banks, and a municipal client. The firm offers a range of services including individual and institutional portfolio management, financial planning, 401(k) advisory, and asset/liability modeling, with a notable institutional focus and a mix of discretionary and non-discretionary account 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 Street
Helena, MT 59601
Montana
Stockman Wealth Management
2019 - Present (7 years)
Unemployed
2019 - 2019 (1 year)
M.S. Howells & Co.
2017 - 2019 (2 years)
Buchanan Capital Inc
2014 - 2019 (5 years)
Prospera Financial Services
2014 - 2017 (3 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.
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