Marni Ann Cowan
Investment adviser representative at Investment Management Group
16 yearsExperience
1 stateRegistered in
$5.2BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Investment Management GroupApr 2023 to now
- LPL FinancialNov 2016 to Apr 2023
- Cetera Investment Services LLCOct 2010 to Nov 2016
- First Interstate BankOct 2010 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MT).
Investment Management Group
Legal name: Stockman Wealth Management, Inc.
$5.2BAssets managed
1,532Clients
25Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2137376
- Firm CRD
- 122166