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
Molly Werk is a financial advisor at Investment Management Group with a Series 65 credential and three years of industry experience. Her background includes roles at Stockman Wealth Management and diverse positions outside finance, such as working at Brannigan's Irish Pub and VRTX Fitness. Investment Management Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, banks, and a municipal client, offering a range of advisory services including portfolio management, financial planning, and asset/liability modeling. The firm manages both discretionary and non-discretionary accounts and maintains a notable institutional focus 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 W Broadway
Missoula, MT 59802
Montana
Stockman Wealth Management
2024 - Present (2 years)
Stockman Wealth Management
2022 - 2024 (2 years)
Brannigan's Irish Pub
2022 - 2022 (1 year)
VRTX Fitness
2022 - 2022 (1 year)
Fast Enterprises
2021 - 2021 (1 year)
Studio Sweat
2020 - 2020 (1 year)
Brannigan's Irish Pub
2020 - 2020 (1 year)
Brannigan's Irish Pub
2019 - 2019 (1 year)
University of Montana
2018 - 2022 (4 years)
Sportsman Ski Haus
2017 - 2018 (1 year)
High School
2014 - 2018 (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.
Series 63, Series 65, Series 66
Missoula, MT
Sapphire Financial Strategies, L.L.C.
CFP®, ChFC®
Missoula, MT
Advanced Practice Planning, LLC
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
Prospettiva Financial
Series 66
Missoula, MT
S.G. Long & Company
Series 63, Series 65
Missoula, MT
Portfolio Logix, LLC
Series 63, Series 65
Missoula, MT
Portfolio Logix, LLC
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