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.
Location
Hours
Frequently Asked Questions About Stockman Wealth Management
What services does Stockman Wealth Management offer?
Stockman Wealth Management provides investment advisory, financial planning, taxable accounts, IRAs, retirement planning, cash management, and services for non-profits and retirement.
Where is Stockman Wealth Management located?
Stockman Wealth Management is located at 1433 N 19th Avenue, Bozeman, MT 59718, USA.
What are the business hours for Stockman Wealth Management?
They are open Monday through Thursday from 9:00 AM to 4:00 PM, and Friday from 9:00 AM to 5:00 PM. They are closed on Saturdays, Sundays, and certain holidays.
Is Stockman Wealth Management a registered investment advisor?
Yes, Stockman Wealth Management is a SEC Registered Investment Advisor operating under a fiduciary standard.
How can I contact Stockman Wealth Management?
You can reach them by phone at +1 406-585-4357 or email bozemanservice@stockmanbank.com.
What financial products are offered by Stockman Wealth Management?
They offer stocks, bonds, various investments, investment portfolios, equity, and income products.
What nearby Banks can assist me along with Stockman Wealth Management services?
Nearby banks include Stockman Bank and First Montana Bank, which can complement your financial needs alongside Stockman Wealth Management.
Are there any nearby mortgage brokers near Stockman Wealth Management?
Yes, mortgage brokers nearby include Kelly Gaugler and Emily Kennedy, which may be helpful if you're looking for real estate financing options.
Where can I find dining options near Stockman Wealth Management after my appointment?
You can enjoy nearby dining at places like Super Chix, Yo Poke, Noodles & Company, Rice Fine Thai Cuisine, and Wasabi Japanese Steak House.
Does Stockman Wealth Management have an online presence where I can learn more?
Yes, visit their website at https://wealthmanagement.stockmanbank.com/stockman-wealth-management-d921a086ceb5 or check their LinkedIn, Facebook, Instagram, and YouTube channels.