Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
4 years
Location
Glendive, MT 59330
Investment Management Group
Multi-team
Carson Quinnell is a CFP® with four years of industry experience, currently affiliated with Investment Management Group in Glendive, MT. Prior to joining Stockman Wealth Management in 2022, he worked at UPS and Bozeman Arborcare. Investment Management Group serves primarily financial institutions and institutional clients, offering portfolio management, financial planning, 401(k) advisory, and an automated investment program. The firm manages most institutional accounts on a non-discretionary basis with an emphasis on client-specific investment policies, utilizing fundamental and qualitative analysis alongside both long- and short-term strategies.
Based on Investment Management Group
Based on Investment Management Group
Financial Planning services fees typically $2,500 fixed fee; Asset/Liability modeling approx. $2,400 per year (clients) or $3,000 per year (non-bank clients).
$0 - $25,000,000: $250 per million of bank footings $25,000,000 - $50,000,000: $200 per million of bank footings $50,000,000 - $75,000,000: $150 per million of bank footings $75,000,000+: $100 per million of bank footings
Account minimum: $250,000 (minimum account size for Individual Portfolio Management and Automated Investment Program; can be waived or negotiated) Minimum fee: Minimum fee of $3,000 per year for Institutional/Bank Portfolio Management Fee-only: Financial Planning fees are charged on a fixed fee basis, typically $2,500, but can be higher depending on complexity.
Glendive, MT
204 W Bell St
Glendive MT 59330
Advisors at this office
1
Montana
4 years of industry experience
Stockman Wealth Management
2022 - Present • 4 years
Glendive, MT
ups
2018 - 2022 • 4 years
Lakeville, MN
Bozeman Arborcare
2016 - 2018 • 2 years
Bozeman, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Glendive, MT
Edward Jones
Angie Hagen is a Series 66 licensed financial advisor with Edward Jones in Glendive, MT, bringing 20 years of industry experience, including over 18 years with Edward Jones. Outside of her advisory role, she is involved in several community and entrepreneurial activities, including serving as president of a retail business, Love Like Justice, and as a director of the Justice Foundation. She also has experience managing agricultural operations alongside her husband. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
Series 66
Glendive, MT
Edward Jones
Donna Emmett is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been affiliated with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Series 66
Glendive, MT
Edward Jones
Kayla Rivas is a Series 66-licensed financial advisor with Edward Jones in Glendive, MT, having three years of industry experience. Prior to joining Edward Jones, she worked at Dawson County High School and HKT Big Sky Motors. Outside of her advisory role, she coaches 6th and 7th grade girls basketball for Glendive Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.
Series 63, Series 66
Glendive, MT
Cetera
Melonie Beeler is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her background includes roles at Voya Financial Advisors and ownership of Culver Financial Advisors, LLC. She is also president of the Glendive Lions, a nonprofit organization involved in community service and fundraising. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Series 63, Series 65
Glendive, MT
Cetera
Dillon Beeler is a financial professional at Cetera with three years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles within Cetera-affiliated firms since 2021. Beeler serves as a governing board member for the nonprofit organization Action for Eastern Montana. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services, including access to affiliated and third-party managers, and oversees more than $256 billion in assets.
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