Molly Marie Werk
Investment adviser representative at Investment Management Group
12 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
12 years in the industry.
- Stockman Wealth ManagementMar 2024 to now
- Investment Management GroupJan 2023 to now
- Stockman Wealth ManagementSep 2022 to Feb 2024
- Brannigan's Irish PubJun 2022 to Sep 2022
- Vrtx FitnessJan 2022 to May 2022
- Fast EnterprisesMay 2021 to Aug 2021
- Studio SweatAug 2020 to Dec 2020
- Brannigan's Irish PubMay 2020 to Aug 2020
- Brannigan's Irish PubMay 2019 to Aug 2019
- University of MontanaSep 2018 to May 2022
- Sportsman Ski HausMay 2017 to Aug 2018
- High SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7660536
- Firm CRD
- 122166