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Kimberly Ann Hartman

Investment Management Group

Manhattan, MT

Billings, MT

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Current Employers
Investment Management Group

2700 King Ave. W, Billings, MT 59102 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-03-05
  • MT RA
    APPROVED
    Since 2025-03-05

Branch Locations

100 E Wooden Shoe Lane, Manhattan, MT 59741 • United States

2700 King Ave. W, Billings, MT 59102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stockman Wealth Management Manhattan MT 12/2023 Present
Montana State University Alumni Foundation Bozeman MT 08/2021 12/2023
Roc Wheels Bozeman MT 08/2019 08/2021
Montana State University Bozeman MT 08/2012 08/2019
Dovetail Collaborative Financial Planning Bozeman MT 11/2016 03/2020
Professional Financial Management Bozeman MT 08/2013 08/2019
  • 12/2023 → Present
    Stockman Wealth Management
    Manhattan, MT
  • 08/2021 → 12/2023
    Montana State University Alumni Foundation
    Bozeman, MT
  • 08/2019 → 08/2021
    Roc Wheels
    Bozeman, MT
  • 08/2012 → 08/2019
    Montana State University
    Bozeman, MT
  • 11/2016 → 03/2020
    Dovetail Collaborative Financial Planning
    Bozeman, MT
  • 08/2013 → 08/2019
    Professional Financial Management
    Bozeman, MT
Designations
Other Names
  • Kimberly Cordingly
  • Kimberly Jones

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
APRIO WEALTH MANAGEMENT, LLC
EDWARD JONES
MILLENNIUM TVP MANAGEMENT CO., LLC
EMBER PEAK CAPITAL LLC
LUCENT FINANCIAL
JCG ADVISORY GROUP, LLC
PFS INVESTMENTS INC.

Other Investors

Tamilla Lynn Simpson
JACOB W BALYEAT
ERIC WILLIAM FLYNN
Philip Jason Wyant
Shayla Jean Berumen
TRAVIS JOHN HARTMAN
TRAVIS MALCOLM TUTTLE
Molly Lauer McGuire

Other Offices

LPL FINANCIAL LLC · MANHATTAN, MT
APRIO WEALTH MANAGEMENT, LLC · BOZEMAN, MT
EDWARD JONES · Belgrade, MT
MILLENNIUM TVP MANAGEMENT CO., LLC · BELGRADE, MT
EMBER PEAK CAPITAL LLC · BOZEMAN, MT
LUCENT FINANCIAL · BOZEMAN, MT
JCG ADVISORY GROUP, LLC · BOZEMAN, MT
PFS INVESTMENTS INC. · BOZEMAN, MT

More in Manhattan, MT

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