David William Ashby
Investment adviser representative at Investment Management Group
30 yearsExperience
1 stateRegistered in
CFADesignation
$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
30 years in the industry.
- Stockman Wealth ManagementFeb 2019 to now
- Investment Management GroupDec 2016 to now
- Stockman Wealth ManagementNov 2016 to Jan 2019
- Wells FargoFeb 1996 to Nov 2016
Designations
- CFA
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
- 6731431
- Firm CRD
- 122166