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Jennifer Mae Hemphill

Investment Management Group

Billings, MT

CRD 5737677

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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:

Current Employers
Investment Management Group

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2010-03-16
  • MT RA
    APPROVED
    Since 2010-03-16

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
Stockman Wealth Management Billings MT 03/2016 03/2021
Stockman Wealth Management Billings MT 03/2021 04/2026
Stockman Wealth Management Billings MT 04/2026 Present
  • 03/2016 → 03/2021
    Stockman Wealth Management
    Billings, MT
  • 03/2021 → 04/2026
    Stockman Wealth Management
    Billings, MT
  • 04/2026 → Present
    Stockman Wealth Management
    Billings, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-15
  • S65 Uniform Investment Adviser Law Examination
    2010-03-15
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Mae Risser

View on SEC IAPD

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