Merrill
46yrs
Top advisor by experience in Billings
16yrs
Eric George
Full name on record: Eric Mitchell George
Financial advisor at Investment Management Group
Eric George is a fiduciary financial advisor in Billings, Montana, with 16 years in the industry. Eric joined Investment Management Group in 2010, a firm offering financial planning, investment management, and retirement plan consulting. Investment Management Group reports being paid through a percentage of assets and flat fees.
One of 275 advisors with offices in Billings, and one of 268 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 68% of advisors at Investment Management Group
Office2700 King Ave. W, Billings, MT 59102
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$1 million
Advisors at the firm25
States licensed ?1 state
Services through Investment Management Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2010 – nowInvestment Management GroupCurrent firm
Contact Eric
Local office(406) 655-3974Ask for Eric. (406) 655-3960Main office 2700 King Ave. WBillings, MT 59102Office · Get directions Firm websitewww.stockmanbank.com/wealth-management
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Eric’s local office at (406) 655-3974 or the Investment Management Group main office at (406) 655-3960, and ask for Eric George.
How long has Eric been a financial advisor?
Eric has been in the industry since 2010, about 16 years. More experience than 68% of advisors at Investment Management Group.
What licenses does Eric hold?
Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Investment Management Group reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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