MC
MC

Marni Ann Cowan

30 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,813 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M0.80%
$5M+0.50%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

402 N. Broadway, Billings, MT, 59101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Investment Management Group
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
LPL Financial LLC
November 2016 - January 2024 · 7 yrs 2 mos
LPL Financial LLCBroker
November 2016 - May 2023 · 6 yrs 6 mos
Cetera Investment Advisers LLC
January 2014 - November 2016 · 2 yrs 10 mos
Cetera Investment Services LLC
March 2013 - January 2014 · 10 mos
Cetera Investment Services LLCBroker
October 2010 - November 2016 · 6 yrs 1 mo
Edward JonesBroker
May 2007 - October 2010 · 3 yrs 5 mos
Primevest Financial Services, INC.Broker
December 2006 - May 2007 · 5 mos
Fintegra, LLCBroker
October 2001 - December 2006 · 5 yrs 2 mos
D.A. Davidson & CO.Broker
August 1998 - February 2001 · 2 yrs 6 mos
Robert Thomas Securities, INCBroker
July 1996 - January 1997 · 6 mos
Empire Securities Incorporated of WashingtonBroker
February 1995 - August 1995 · 6 mos
D.A. Davidson & CO.Broker
September 1992 - February 1995 · 2 yrs 5 mos
State Registrations1 state
MT
Advisor
Exams
No exam information available for this advisor.