Nathan Michael Fisk

Employer firm

Investment Management Group CRD 122166

$5.24B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ASSET/LIABILITY MODELING USING A THIRD PARTY MODEL / PROVIDE INVESTMENT RECOMMENDATIONS VIA AN AUTOMATED INVESTEMNT PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 03/2020
  Alternatives, Inc
  Billings, MT
• 03/2020 → 08/2022
  Stockman Bank Of Montana
  Billings, MT
• 08/2022 → 04/2026
  Stockman Wealth Management
  Billings, MT
• 04/2026 → Present
  Stockman Wealth Management
  Billings, MT

Other Businesses

Currently the owner of Fisk Entertainment LLC. It is an events and DJ service. The address is 2608 Montana Ave #203 Billings, MT 59101. The LLC was created on 05/15/2022. The LLC is not investment related. I devote approximately 15 hours per month to this business. I devote 0 hours to this business during trading hours, per month. My duties as it relates to this business are organizing music for wedding ceremonies/receptions and corporate events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-28