Best Investors Account Sign in
Inactive

Reed Joseph Mcelyea

Investment Management Group

Billings, MT

Bozeman, MT

Claim This Profile
Current Employers
Investment Management Group

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2026-06-10
  • MT RA
    APPROVED
    Since 2026-06-10

Branch Locations

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

1433 N 19Th Ave, Bozeman, MT 59718 • 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
Fidelity Brokerage Services Llc Denver CO 04/2020 05/2023
Bay Bar And Grille Bozeman MT 11/2019 03/2020
Montana Sate University Bozeman MT 08/2016 12/2019
U.S. Bank Billings MT 06/2019 08/2019
Security Title Compant Bozeman MT 07/2018 01/2019
The Garage Mesquite And Grill Bozeman MT 04/2016 07/2018
Montana State University Bozeman MT 09/2023 05/2026
Stockman Wealth Management Bozeman MT 05/2026 Present
Unemployed Bozeman MT 06/2023 08/2023
  • 04/2020 → 05/2023
    Fidelity Brokerage Services Llc
    Denver, CO
  • 11/2019 → 03/2020
    Bay Bar And Grille
    Bozeman, MT
  • 08/2016 → 12/2019
    Montana Sate University
    Bozeman, MT
  • 06/2019 → 08/2019
    U.S. Bank
    Billings, MT
  • 07/2018 → 01/2019
    Security Title Compant
    Bozeman, MT
  • 04/2016 → 07/2018
    The Garage Mesquite And Grill
    Bozeman, MT
  • 09/2023 → 05/2026
    Montana State University
    Bozeman, MT
  • 05/2026 → Present
    Stockman Wealth Management
    Bozeman, MT
  • 06/2023 → 08/2023
    Unemployed
    Bozeman, MT
Previous Registrations
  • 2020-08-27 → 2023-05-19
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-10
S66 Uniform Combined State Law Examination 2020-08-20
  • S65 Uniform Investment Adviser Law Examination
    2026-06-10
  • S66 Uniform Combined State Law Examination
    2020-08-20

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CWM, LLC
EDWARD JONES
ALLIED INVESTMENT ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ROBERT CHARLES BECK
BRIAN STEPHEN LETHERT
Matthew Innecken Stroud
Hayley Ries
RONNA MARIE VOGES
CARSON DELMAR QUINNELL
NATHAN MICHAEL FISK
Mason O'DONNELL

Other Offices

LPL FINANCIAL LLC · BILLINGS, MT
U.S. BANCORP ADVISORS, LLC · Billings, MT
AMERIPRISE FINANCIAL SERVICES, LLC · BILLINGS, MT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Billings, MT
AMERIPRISE FINANCIAL SERVICES, LLC · BILLINGS, MT
CWM, LLC · Billings, MT
EDWARD JONES · BILLINGS, MT
ALLIED INVESTMENT ADVISORS LLC · BILLINGS, MT

More in Billings, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor