Business Details
About
Financial PlannerFinancial PlanningFinancial ConsultantInvestment ServiceStock BrokerStockman Bank
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.
At Stockman Wealth Management, 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, non-profit services, and cash management.
Where is Stockman Wealth Management located?
Stockman Wealth Management is located at 100 E Wooden Shoe Lane, Manhattan, MT, 59741, US.
What are the business hours of Stockman Wealth Management?
They are open Monday to Thursday from 9:00 AM to 4:00 PM, and Friday from 9:00 AM to 5:00 PM. The office is closed on weekends and certain holidays.
Is Stockman Wealth Management registered with any regulatory authority?
Yes, Stockman Wealth Management is a SEC Registered Investment Advisor operating under a fiduciary standard.
How can I contact Stockman Wealth Management?
You can contact them by phone at +1 406-284-3100 or email at manhattanservice@stockmanbank.com.
What types of investment products does Stockman Wealth Management offer?
They offer products including stocks, bonds, investments, investment portfolios, equity, and income opportunities.
Does Stockman Wealth Management have an online presence where I can learn more?
Yes, you can learn more about them on their website, LinkedIn page, Facebook, and YouTube channel.
Are there coffee shops near Stockman Wealth Management where I can visit before or after my meeting?
Yes, nearby coffee shops like Broadway Brew: Coffee Hut and Broadway Brew are close by and great places to grab a coffee.
Where can I find convenient dining options near Stockman Wealth Management?
There are several nearby restaurants such as Subway, Hot Stuff Pizza, and Sophie's Bakery Cafe Espresso offering a variety of dining options.
What nearby services could be useful when visiting Stockman Wealth Management?
Nearby services include Penske Truck Rental for vehicle needs, Thriftway Super Stops and Conoco for gas and convenience, and Parkhaven Retirement for assisted living resources.