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James Kehoe Tonrey

STILLWATER INVESTMENT MANAGEMENT, LLC·STILLWATER, Minnesota
Series 6, Series 22, Series 63Clean record12 years registeredSTILLWATER INVESTMENT MANAGEMENT, LLC
423 SOUTH MAIN STREET, STILLWATER, MN 55082CRD# 1023061Firm CRD# 132237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Kehoe Tonrey · STILLWATER, MN
Registration
CRD #1023061 · STILLWATER INVESTMENT MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

DAKOTA WEALTH, LLC
Jun 2023 – present
STILLWATER INVESTMENT MANAGEMENT, LLC
Jan 2014 – Oct 2023
STILLWATER, MN
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 22
Series 63
Registration record
First registered · January 22, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STILLWATER INVESTMENT MANAGEMENT, LLC
CRD 132237 · SEC 801-63353
AUM
$535M
Regulatory assets under management
Employees
4
890 client accounts
Services offered by STILLWATER INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at STILLWATER INVESTMENT MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does James Kehoe Tonrey offer?
James Kehoe Tonrey specializes in Investment Management, Wealth Management. Contact their office in STILLWATER, Minnesota for a consultation.
What are James Kehoe Tonrey's credentials?
James Kehoe Tonrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Kehoe Tonrey located?
James Kehoe Tonrey is based in STILLWATER, Minnesota, working with STILLWATER INVESTMENT MANAGEMENT, LLC. Their office serves clients in the STILLWATER metropolitan area and surrounding communities.
How does James Kehoe Tonrey charge for services?
James Kehoe Tonrey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STILLWATER INVESTMENT MANAGEMENT, LLC?
STILLWATER INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STILLWATER INVESTMENT MANAGEMENT, LLC

Amy Lyn Enderlein
STILLWATER, MN
Eric Andrew Bratvold
STILLWATER, MN

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