Hayley Ries
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.
- Investment Management GroupDec 2024 to now
- Stockman Wealth ManagementJul 2024 to now
- K&d CleaningAug 2023 to May 2024
- Montana FcclaDec 2022 to Mar 2023
- Montana FcclaJan 2022 to Apr 2022
- Montana State UniversityAug 2021 to May 2024
- Msu Extension Teton CountyMay 2021 to Aug 2021
- Nicole WanagoSep 2020 to Jan 2021
- Full Time Education (college)Aug 2018 to May 2022
- Full Time Education (middle School and High School)Aug 2014 to May 2018
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
- 7966578
- Firm CRD
- 122166