Jonathan Krivec
Investment adviser representative at Investment Management Group
11 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
11 years in the industry.
- Investment Management GroupDec 2025 to now
- Stockman Wealth ManagementSep 2025 to now
- Stockman BankJun 2023 to Sep 2025
- Stockman BankJun 2022 to Aug 2022
- Stoneworks LandscapingMay 2021 to Aug 2021
- Billings Gymnastic SchoolMay 2020 to Aug 2020
- Montana State UniversityAug 2019 to May 2023
- Billings HardwareMay 2019 to Aug 2019
- Mission RidgeFeb 2017 to Apr 2018
- Billings West High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8163231
- Firm CRD
- 122166