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Hayley Ries

INVESTMENT MANAGEMENT GROUP
Great Falls, MT 59401
Some features on this profile are disabled
CRD#: 7966578
HR

Professional summary

Hayley Ries, who also goes by Hayley Somerfeld, Hayley Taft, is a registered financial advisor currently at INVESTMENT MANAGEMENT GROUP located in Great Falls, Montana.

Hayley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Hayley has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hayley Somerfeld | Hayley Taft

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 Hayley Ries'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

Experience

Current

December 4, 2024 - Present

INVESTMENT MANAGEMENT GROUP

Office #1: 25 5th St N, Great Falls, MT 59401
RIA
CRD#: 122166
Great Falls, 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
(12/4/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/3/2024
Uniform Investment Adviser Law 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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/26/2025)

Regulatory assets under management

Total Number of Accounts2,813
AUM (Assets Under Management)$ 5,065,457,259

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

CRD#: 122166Great Falls, MT 59401

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