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Molly Marie Werk

Investment Management Group

Missoula, 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 2023-01-04
  • MT RA
    APPROVED
    Since 2023-01-04

Branch Locations

321 W Broadway, Missoula, MT 59802 • 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
High School Kalispell MT 08/2014 06/2018
Stockman Wealth Management Missoula MT 09/2022 02/2024
University Of Montana Missoula MT 09/2018 05/2022
Sportsman Ski Haus Kalispell MT 05/2017 08/2018
Brannigan's Irish Pub Kalispell MT 05/2019 08/2019
Brannigan's Irish Pub Kalispell MT 05/2020 08/2020
Studio Sweat Missoula MT 08/2020 12/2020
Fast Enterprises Helena MT 05/2021 08/2021
Vrtx Fitness Missoula MT 01/2022 05/2022
Brannigan's Irish Pub Kalispell MT 06/2022 09/2022
Stockman Wealth Management Missoula MT 03/2024 04/2026
Stockman Wealth Management Missoula MT 04/2026 Present
  • 08/2014 → 06/2018
    High School
    Kalispell, MT
  • 09/2022 → 02/2024
    Stockman Wealth Management
    Missoula, MT
  • 09/2018 → 05/2022
    University Of Montana
    Missoula, MT
  • 05/2017 → 08/2018
    Sportsman Ski Haus
    Kalispell, MT
  • 05/2019 → 08/2019
    Brannigan's Irish Pub
    Kalispell, MT
  • 05/2020 → 08/2020
    Brannigan's Irish Pub
    Kalispell, MT
  • 08/2020 → 12/2020
    Studio Sweat
    Missoula, MT
  • 05/2021 → 08/2021
    Fast Enterprises
    Helena, MT
  • 01/2022 → 05/2022
    Vrtx Fitness
    Missoula, MT
  • 06/2022 → 09/2022
    Brannigan's Irish Pub
    Kalispell, MT
  • 03/2024 → 04/2026
    Stockman Wealth Management
    Missoula, MT
  • 04/2026 → Present
    Stockman Wealth Management
    Missoula, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-03
  • S65 Uniform Investment Adviser Law Examination
    2023-01-03

View on SEC IAPD

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Other Offices

EDWARD JONES · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · Missoula, MT
BANKERS LIFE ADVISORY SERVICES, INC. · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · MISSOULA, MT
EDWARD JONES · MISSOULA, MT
WELLS FARGO CLEARING SERVICES, LLC · MISSOULA, MT
VALIC FINANCIAL ADVISORS, INC. · MISSOULA, MT
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Missoula, MT

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