Business Details
About
Financial PlannerFinancial PlanningFinancial ConsultantInvestment ServiceStock Broker
Stockman Wealth Management (SWM) was established in 2002 as a sister company to Stockman Bank and Stockman Insurance – all owned by Stockman Financial Corp.
SWM is a SEC Registered Investment Advisor. We operate under a fiduciary standard, engaging in fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit sharing plans, corporations, banks, and municipal government entities. Our focus is to help our clients achieve their unique financial goals, and our service model is built with client relationships as the foundation.
Details
- Wheelchair accessible entranceAvailable
Location
Hours
Frequently Asked Questions About Stockman Wealth Management
What services does Stockman Wealth Management offer?
Stockman Wealth Management offers investment advisory, financial planning, retirement planning, cash management, and specializes in managing IRAs, non-profit accounts, and taxable accounts.
Where is Stockman Wealth Management located?
It is located at 402 N Broadway, Billings, MT 59101, USA, in Billings Downtown.
What are the business hours of Stockman Wealth Management?
The office is open Monday through Thursday from 9:00 AM to 4:00 PM, and Friday from 9:00 AM to 5:00 PM. It is closed on weekends and certain holidays.
How can I contact Stockman Wealth Management?
You can call them at +1 406-655-3960 or email at downtownservice@stockmanbank.com.
Is Stockman Wealth Management accessible for people with disabilities?
Yes, Stockman Wealth Management has a wheelchair accessible entrance.
Does Stockman Wealth Management have an online presence?
Yes, you can visit their website at https://wealthmanagement.stockmanbank.com/stockman-wealth-management-2fb1d14da49b and follow them on LinkedIn, Facebook, Instagram (stockmanofmontana), and YouTube (@stockmanofmontana).
What investment products are offered by Stockman Wealth Management?
They offer products such as stocks, bonds, investment portfolios, equity, and income-related financial products.
What nearby places can I visit around Stockman Wealth Management?
Nearby you can find places like Travel Cafe for refreshments, Alberta Bair Theater for entertainment, and the Billings Gazette if you're interested in local news.
Are there other financial services close to Stockman Wealth Management?
Yes, nearby financial service providers include Stockman Bank, U.S. Bank, LegacyQuest Financial Advisors - Ameriprise Financial Services, LLC, and U.S. Bank - Private Wealth Advisor: Trenton Thelen.
Can I combine a visit to Stockman Wealth Management with other nearby activities?
Yes, you could visit the nearby Dude Rancher Lodge for accommodations, grab a coffee at Stompin Grounds, or catch a show at the Alberta Bair Theater after your financial consultation.