Reed Joseph Mcelyea
Investment adviser representative at Investment Management Group
10 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
10 years in the industry.
- Investment Management GroupJun 2026 to now
- Stockman Wealth ManagementMay 2026 to now
- Montana State UniversitySep 2023 to May 2026
- UnemployedJun 2023 to Aug 2023
- Fidelity Brokerage Services LLCApr 2020 to May 2023
- Bay Bar and GrilleNov 2019 to Mar 2020
- U.S. BankJun 2019 to Aug 2019
- Security Title CompantJul 2018 to Jan 2019
- Montana Sate UniversityAug 2016 to Dec 2019
- The Garage Mesquite and GrillApr 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 65 · Uniform Investment Adviser Law2026
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
- 7250144
- Firm CRD
- 122166