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Abby Lorene Coffee

Investment Management Group

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 2020-12-22
  • MT RA
    APPROVED
    Since 2020-12-22

Branch Locations

1405 Grand Ave, 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 Billings MT 09/2020 Present
Coffee Cattle Company Miles City MT 04/2020 08/2020
Rocking R Bar Bozeman MT 09/2019 04/2020
Montana State University Bozeman MT 08/2015 12/2019
  • 09/2020 → Present
    Stockman Wealth Management
    Billings, MT
  • 04/2020 → 08/2020
    Coffee Cattle Company
    Miles City, MT
  • 09/2019 → 04/2020
    Rocking R Bar
    Bozeman, MT
  • 08/2015 → 12/2019
    Montana State University
    Bozeman, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-21
  • S65 Uniform Investment Adviser Law Examination
    2020-12-21

View on SEC IAPD

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Matthew Innecken Stroud
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RONNA MARIE VOGES
CARSON DELMAR QUINNELL
NATHAN MICHAEL FISK
REED JOSEPH MCELYEA

Other Offices

LPL FINANCIAL LLC · BILLINGS, MT
U.S. BANCORP ADVISORS, LLC · Billings, MT
INVESTMENT MANAGEMENT GROUP · 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

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