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, Series 66
Industry experience
6 years
Ronna Voges is a financial advisor at Investment Management Group with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Stockman Wealth Management, RiverStone Health, and First Interstate Bank. Outside of her advisory role, she leads a team of independent consultants as an owner of a skincare and haircare business and is a brand partner in a health and wellness company. Investment Management Group serves individuals, trusts, charitable organizations, pension plans, banks, and a municipal client, offering a range of portfolio management and financial planning services. The firm emphasizes both discretionary and non-discretionary management, with a significant focus on institutional clients and asset/liability modeling.
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
2023 - Present (3 years)
RiverStone Health
2019 - 2023 (4 years)
First Interstate Bank
2018 - 2019 (1 year)
First Interstate Bank
2012 - 2018 (6 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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