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Jonathan Art Skinner

Investment Management Group

Plentywood, MT

Sidney, MT

CRD 7836129

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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 2023-12-21
  • MT RA
    APPROVED
    Since 2023-12-21

Branch Locations

405 W 1St Avenue, Plentywood, MT 59254 • United States

301 W. Holy Street., Sidney, MT 59270 • 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
Sidney Public Schools Sidney MT 07/2013 06/2018
Fairview Schools Fairview MT 07/2012 11/2023
Stockman Wealth Management Sidney MT 11/2023 Present
  • 07/2013 → 06/2018
    Sidney Public Schools
    Sidney, MT
  • 07/2012 → 11/2023
    Fairview Schools
    Fairview, MT
  • 11/2023 → Present
    Stockman Wealth Management
    Sidney, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-20
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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