Best Investors Account Sign in
Inactive

Joshua Taylor Bartling

Investment Management Group

Bozeman, MT

Claim This Profile
Current Employers
Investment Management Group

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2024-07-23
  • MT RA
    APPROVED
    Since 2024-07-23

Branch Locations

1433 N 19Th Ave, Bozeman, MT 59718 • 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 Bozeman MT 05/2024 04/2026
Cold Smoke Coffehouse Bozeman MT 08/2016 05/2019
Evangelical Free Church Of Bozeman Bozeman MT 08/2019 06/2021
Bunkhouse Brewery Bozeman MT 03/2020 05/2021
Stockman Bank Bozeman MT 06/2021 05/2024
Stockman Wealth Management Bozeman MT 04/2026 Present
  • 05/2024 → 04/2026
    Stockman Wealth Management
    Bozeman, MT
  • 08/2016 → 05/2019
    Cold Smoke Coffehouse
    Bozeman, MT
  • 08/2019 → 06/2021
    Evangelical Free Church Of Bozeman
    Bozeman, MT
  • 03/2020 → 05/2021
    Bunkhouse Brewery
    Bozeman, MT
  • 06/2021 → 05/2024
    Stockman Bank
    Bozeman, MT
  • 04/2026 → Present
    Stockman Wealth Management
    Bozeman, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-17
  • S65 Uniform Investment Adviser Law Examination
    2024-07-17

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
VALUE PARTNERS LLC
VALIC FINANCIAL ADVISORS, INC.
BITTERROOT CAPITAL ADVISORS LLC
U.S. BANCORP ADVISORS, LLC
MONTANA INVESTMENT ADVISORS INC
EAGLE STRATEGIES LLC
XYPN INVEST

Other Investors

TYSON HALE HUNTER
KEITH ALAN POCH
CLINTON AUGUSTINE LEGEYT
ANDREW STEWART MARTZLOFF
Keith A Gertsen
CARL WADE GARDINER
Lori Katherine Pilon
BRENDA MOLEN DAVIS

Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT
BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT
U.S. BANCORP ADVISORS, LLC · Bozeman, MT
MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT
EAGLE STRATEGIES LLC · BOZEMAN, MT
XYPN INVEST · BOZEMAN, MT

More in Bozeman, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor