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Elise Alexandria Strommen

Investment adviser representative at Investment Management Group
17 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

17 years in the industry.

  1. Investment Management GroupOct 2024 to now
  2. Stockman Wealth ManagementJun 2024 to now
  3. Stockman BankSep 2023 to May 2024
  4. Stockman BankMay 2023 to Aug 2023
  5. Stockman BankMay 2022 to Aug 2022
  6. Montana State UniversityAug 2020 to May 2024
  7. Vandalia RanchMay 2019 to Aug 2022
  8. City of Glasgow Recreation DepartmentMay 2019 to Aug 2019
  9. City of Glasgow Recreation DepartmentMay 2018 to Aug 2018
  10. Hinsdale SchoolAug 2009 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7946232
Firm CRD
122166
Advisor's SEC record (opens in a new tab)
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