Kyle David Geffre
Investment adviser representative at Investment Management Group
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.2BFirm assets
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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
24 years in the industry.
- Investment Management GroupJul 2019 to now
- Stockman Wealth ManagementJun 2019 to now
- LPL Financial LLCNov 2016 to Jun 2019
- Cetera Investment Advisers LLCJan 2014 to Nov 2016
- Cetera Investment Services LLCDec 2006 to Nov 2016
- First Interstate BankDec 2002 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2006
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
- 2634041
- Firm CRD
- 122166