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Carson Q

CFP®, Series 65

Glendive, MT

Investment Management Group

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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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