Marni Cowan is a registered investment advisor at Investment Management Group, based in Billings, MT, with 30 years of industry experience. Marni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 3,098 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
2700 King Ave. W, Billings, MT, 59102
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Investment Management Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Edward JonesBroker
Primevest Financial Services, INC.Broker
Fintegra, LLCBroker
D.A. Davidson & CO.Broker
Robert Thomas Securities, INCBroker
Empire Securities Incorporated of WashingtonBroker
D.A. Davidson & CO.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.