firm profile
Iron Mountain Financial Planning
Overview
Iron Mountain Financial Planning is a state registered investment adviser based in Rapid City, SD, registered since 2017. It reports $42.3M in assets under management across 245 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $42.3M
- Discretionary
- 100%
- Accounts
- 245
- Average account
- $172K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2017
- Jurisdictions
- 2
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Brian Robert Bickett Chief Executive Officer, Chief Compliance Officer CRD 6237339
Advisory reps 1 of 1
- Brian Robert Bickett Investment Adviser Rep CRD 6237339
Location
- Headquarters
- 600 Kansas City St Ste 3
Rapid City, SD 57701 - County
- Pennington
- Metro area
- Rapid City, SD
- Region
- Midwest
Registrations
- State registered
- Registered in 2 jurisdictions
- Website: imfinancialplanning.com
Every state, with registration dates
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