Kimberly Ann Hartman
Investment adviser representative at Investment Management Group
14 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
14 years in the industry.
- Investment Management GroupMar 2025 to now
- Stockman Wealth ManagementDec 2023 to now
- Montana State University Alumni FoundationAug 2021 to Dec 2023
- Roc WheelsAug 2019 to Aug 2021
- Dovetail Collaborative Financial PlanningNov 2016 to Mar 2020
- Professional Financial ManagementAug 2013 to Aug 2019
- Montana State UniversityAug 2012 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 5882219
- Firm CRD
- 122166