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
Bozeman, MT 59718
Credentials
Series 63, Series 65
Industry experience
3 years
Travis Hartman is a financial advisor with Investment Management Group, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Stockman Wealth Management and U.S. Bank Private Wealth Management, as well as Wells Fargo Private Bank. Outside his advisory role, he has ownership interests in several non-investment businesses related to real estate and agricultural operations in Montana. Investment Management Group serves individuals, trusts, charitable organizations, pension plans, banks, and a municipal client, offering portfolio management, financial planning, and specialized services such as asset/liability modeling. The firm emphasizes both discretionary and non-discretionary management, with a significant institutional client base and affiliations 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)
1433 N 19th Ave
Bozeman, MT 59718
Montana
Stockman Wealth Management
2022 - Present (4 years)
U.S. Bank Private Wealth Management
2021 - 2022 (1 year)
U.S. Bank Private Wealth Management
2018 - 2021 (3 years)
Wells Fargo Private Bank
2015 - 2018 (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.
Series 65
Bozeman, MT
Watson House Investment Management, LLC
Series 63, Series 66
Bozeman, MT
Solid Rock Wealth Management
CFA®, Series 65
Bozeman, MT
Group W Investment Management LLC
Series 63, Series 65
Bozeman, MT
Montana Investment Advisors Inc
CFA®
Bozeman, MT
Arkell Asset Management, LLC
Series 63, Series 65
Bozemand, MT
Yellowstone Investment Planners, Inc.
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