Hayley Ries

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → Present
  Stockman Wealth Management
  Great Falls, MT
• 08/2023 → 05/2024
  K&D Cleaning
  Great Falls, MT
• 08/2022 → 05/2024
  Montana State University
  Bozeman, MT
• 08/2021 → 05/2024
  Montana State University
  Bozeman, MT
• 12/2022 → 03/2023
  Montana Fccla
  Bozeman, MT
• 01/2022 → 04/2022
  Montana Fccla
  Bozeman, MT
• 05/2021 → 08/2021
  Msu Extension Teton County
  Choteau, MT
• 09/2020 → 01/2021
  Nicole Wanago
  Bozeman, MT
• 08/2014 → 05/2018
  Full Time Education (Middle School And High School)
  Conrad, MT
• 08/2018 → 05/2022
  Full Time Education (College)
  Bozeman, MT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-03

Other Names

• Hayley Ries
• Hayley Taft
• Hayley Somerfeld