RV
Ronna M. Voges
INVESTMENT MANAGEMENT GROUP
Billings, MT 59101
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CRD#: 5353413
RV
Professional summary
Ronna Marie Voges, who also goes by Ronna Marie Jewett, Ronna Marie Roll, is a registered financial advisor currently at INVESTMENT MANAGEMENT GROUP located in Billings, Montana.
Ronna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ronna has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ronna Marie Jewett | Ronna Marie Roll
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The name of the other business; Rodan + Fields DBA Thy Will Be Done, Inc Whether the business is investment-related - No The address of the other business; 3105 La Paz Dr, Billings, MT 59101 The nature of the other business; Skincare + Haircare Independent Consultant Your position; Owner Title, or relationship with the other business; The start date of your relationship; June 2012 The approximate number of hours/month you devote to the other business; 10 hrs/month The number of hours you devote to the other business during securities trading hours; None Briefly describe your duties relating to the other business, Leading a team of independent R+F Consultants and providing skincare and haircare solutions to clients per their needs The name of the other business; Bravenly Global Whether the business is investment-related - No The address of the other business; 3105 La Paz Dr, Billings, MT 59101 The nature of the other business; Health & Wellness Your position; Brand Partner Title, or relationship with the other business; The start date of your relationship; September 2024 The approximate number of hours/month you devote to the other business; 10 hrs/month The number of hours you devote to the other business during securities trading hours; None Briefly describe your duties relating to the other business-Brand Partner
CRS (Client Relationship Summary) - RIA
Click below to view Ronna Marie Voges's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 20, 2024 - Present
INVESTMENT MANAGEMENT GROUP
Office #1: 402 N. Broadway, Billings, MT 59101RIA
CRD#: 122166
Billings, MT
Past
September 18, 2007 - April 30, 2012
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
BILLINGS, MT
Past
July 27, 2007 - April 30, 2012
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
BILLINGS, MT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IM
INVESTMENT MANAGEMENT GROUP
ANNACO INVESTMENT MANAGEMENT | STOCKMAN WEALTH MANAGEMENT, INC. | STOCKMAN WEALTH MANAGEMENT | STOCKMAN ASSET MANAGEMENT, INC. | INVESTMENT MANAGEMENT GROUP
CRD#: 122166 / SEC#: 801-61567
RIA
Registered Investment Advisory firm - (11/8/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Montana(6/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
IM
INVESTMENT MANAGEMENT GROUP
ANNACO INVESTMENT MANAGEMENT | STOCKMAN WEALTH MANAGEMENT, INC. | STOCKMAN WEALTH MANAGEMENT | STOCKMAN ASSET MANAGEMENT, INC. | INVESTMENT MANAGEMENT GROUP
CRD#: 122166 / SEC#: 801-61567
RIA
Registered Investment Advisory firm - (11/8/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2700 King Ave. W, Billings, MT 59102
Mailing Address
P.o. Box 80850, Billings, MT 59108
Phone number
(406) 655-3960
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,813 |
| AUM (Assets Under Management) | $ 5,065,457,259 |
Red Flags
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Company Information
INVESTMENT MANAGEMENT GROUP
CRD#: 122166Billings, MT 59101TRUST BUT VERIFY
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