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Kyle David Geffre

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 2019-07-02
  • MT RA
    APPROVED
    Since 2019-07-02

Branch Locations

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
First Interstate Bank Jackson WY 12/2002 06/2019
Cetera Investment Services Llc St. Cloud MN 12/2006 11/2016
Cetera Investment Advisers Llc Jackson WY 01/2014 11/2016
Lpl Financial Llc Jackson WY 11/2016 06/2019
Stockman Wealth Management Billings MT 06/2019 Present
  • 12/2002 → 06/2019
    First Interstate Bank
    Jackson, WY
  • 12/2006 → 11/2016
    Cetera Investment Services Llc
    St. Cloud, MN
  • 01/2014 → 11/2016
    Cetera Investment Advisers Llc
    Jackson, WY
  • 11/2016 → 06/2019
    Lpl Financial Llc
    Jackson, WY
  • 06/2019 → Present
    Stockman Wealth Management
    Billings, MT
Previous Registrations
  • 2016-11-29 → 2019-06-25
    Lpl Financial Llc
    Jackson, WY
    Jackson, WY
    San Diego, CA
  • 2014-01-21 → 2016-11-29
    Cetera Investment Advisers Llc
    Cheyenne, WY
    Jackson, WY
  • 2006-12-14 → 2014-01-21
    Cetera Investment Services Llc
    Laramie, WY
    Cheyenne, WY
    Cheyenne, WY
    Jackson, WY
  • 2006-04-10 → 2006-12-15
    Fintegra, Llc
    Cheyenne, WY
    Laramie, WY
    Laramie, WY
    Cheyenne, WY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-07
S66 Uniform Combined State Law Examination 2000-12-13
S63 Uniform Securities Agent State Law Examination 2000-09-05
  • S65 Uniform Investment Adviser Law Examination
    2006-04-07
  • S66 Uniform Combined State Law Examination
    2000-12-13
  • S63 Uniform Securities Agent State Law Examination
    2000-09-05
Designations

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
REED JOSEPH MCELYEA

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

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