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Patrick Herbert Angland

Investment adviser representative at Investment Management Group
13 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

13 years in the industry.

  1. Investment Management GroupMar 2022 to now
  2. Stockman Wealth ManagementMar 2022 to now
  3. US BankJan 2013 to Mar 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • 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
2825370
Firm CRD
122166
Advisor's SEC record (opens in a new tab)
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