AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RM

Reed J. Mcelyea

INVESTMENT MANAGEMENT GROUP | Benefits & Planning Consultant, Executive Services
Bozeman, MT 59718
CRD#: 7250144
Some features on this profile are disabled
RM
Reed Joseph McelyeaINVESTMENT MANAGEMENT GROUP

Professional summary

Reed Joseph Mcelyea is a registered financial advisor currently at INVESTMENT MANAGEMENT GROUP located in Bozeman, Montana.

Reed is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Reed has worked at 3 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.

Biography

I work with clients in a collaborative way to understand the needs, goals and preferences most important to them financially. I place the highest value on recognizing these goals to help clients make prudent financial planning decisions.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reed Joseph Mcelyea's CRS (Customer Relationship Summary).
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®
None

Education

Montana State University

Bachelor of Business, Finance - Finance

2019

Experience

Current

June 10, 2026 - Present

INVESTMENT MANAGEMENT GROUP

Office #1: 1433 N 19th Ave, Bozeman, MT 59718
RIA
CRD#: 122166
Bozeman, MT
Past

August 27, 2020 - May 19, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past

July 23, 2020 - May 18, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENWOOD VILLAGE, CO

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
(6/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/10/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/20/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/23/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/16/2020
Securities Industry Essentials Examination

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)
Loading...

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

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/14/2026)

Regulatory assets under management

Total Number of Accounts3,098
AUM (Assets Under Management)$ 5,235,996,694

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INVESTMENT MANAGEMENT GROUP

Benefits & Planning Consultant, Executive ServicesCRD#: 122166Bozeman, MT 59718

TRUST BUT VERIFY

Monitor Reed Mcelyea

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx

Similar Advisors

James Ralph Parker
James ParkerAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Franklin, TN
TD
Trystan DowneyAdvisorCheck Check Mark
CERITY PARTNERS LLC
IAR
LOUISVILLE, KY
RA
Roman AuerbachAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
RR
SYRACUSE, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.