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 type of investment services does Stockman Wealth Management provide?
Stockman Wealth Management offers fee-based discretionary investment management for individuals, charities, non-profits, trusts, profit sharing plans, corporations, banks, and municipal government entities, focusing on helping clients achieve unique financial goals.
What are the typical business hours for Stockman Wealth Management?
Stockman Wealth Management is open Monday through Thursday from 9:00 AM to 4:00 PM, and on Friday from 9:00 AM to 5:00 PM. They are closed on Saturdays and Sundays.
Is Stockman Wealth Management registered with any financial regulatory bodies?
Yes, Stockman Wealth Management is a SEC Registered Investment Advisor operating under a fiduciary standard.
Where is Stockman Wealth Management located?
Stockman Wealth Management is located at 204 W Bell, Glendive, MT 59330, US.
How can I contact Stockman Wealth Management?
You can contact Stockman Wealth Management by phone at +1 406-377-1009 or email at glendiveservice@stockmanbank.com.
Does Stockman Wealth Management specialize in retirement planning?
Yes, Stockman Wealth Management provides retirement planning services including IRA and individual retirement accounts management.
What are some nearby financial institutions to Stockman Wealth Management?
Nearby financial institutions include Stockman Bank and U.S. Bank, which can be convenient for clients handling banking and wealth management needs in the same area.
Are there any nearby government offices around Stockman Wealth Management?
Yes, nearby government offices include the Dawson County Office of Public Assistance, Dawson County Treasurer, Dawson County Clerk & Recorder, and Dawson County Domestic Violence, providing easy access for clients dealing with public services.
What dental services can I find near Stockman Wealth Management?
Nearby dental services include Glendive Family Dentistry, Timm H. Eickmann, Rimrock Dental Clinic, and Sandcreek Dental, which clients can visit before or after their financial appointments.
Where can I find dining or lodging options near Stockman Wealth Management?
Nearby dining options include The Gust Hauf, a pizza restaurant and pub, and lodging options such as the Elks Lodge hotel and motel, ideal for visitors needing meals or accommodations.