Mason O'DOnnell

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

• 07/2019 → 06/2020
  Td Ameritrade
  Omaha, NE
• 08/2018 → 06/2019
  Northwestern College
  Orange City, IA
• 05/2018 → 08/2018
  Stockman Bank Of Montana
  Billings, MT
• 08/2017 → 05/2019
  Northwestern College
  Orange City, IA
• 05/2017 → 08/2017
  Hy-Vee
  Omaha, NE
• 07/2015 → 04/2017
  Northwestern College
  Orange City, IA
• 10/2020 → 09/2021
  Stockman Wealth Management
  Billings, MT
• 06/2020 → 12/2021
  Stockman Bank
  Billings, MT
• 09/2021 → 09/2022
  Stockman Wealth Management
  Billings, MT
• 10/2022 → 04/2025
  Stockman Wealth Management
  Billings, MT
• 05/2025 → Present
  Stockman Wealth Management
  Billings, MT

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-26
• S63 Uniform Securities Agent State Law Examination
  2019-11-15

Designations

• Chartered Financial Analyst

Other Names

• Mason D O Donnell
• Mason D O'DOnnell