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 provide?
Stockman Wealth Management offers investment advisory, financial planning, taxable accounts, IRAs, retirement, non-profit support, cash management, and retirement planning services.
Where is Stockman Wealth Management located?
Stockman Wealth Management is located at 321 W Broadway, Missoula, MT 59802, USA.
What are the business hours for 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.
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 +1 406-258-1450 or via email at missoulaservice@stockmanbank.com.
Does Stockman Wealth Management have wheelchair-accessible entrances?
Yes, the location has wheelchair-accessible entrances available.
What nearby financial services are available around Stockman Wealth Management?
Nearby you can find Lynn Stenerson - Stockman Bank, Stockman Bank itself, Stockman Insurance Missoula Downtown, and several Stockman Bank financial advisors like Teresa Morrison and Carol Holman.
Are there mortgage services near Stockman Wealth Management?
Yes, nearby mortgage brokers include Brian Richichi - Stockman Bank and Becky Pederson who offer mortgage and installment loan services.
What amenities for business and marketing support can I find near Stockman Wealth Management?
Nearby you can access services such as Proof Marketing, Digital Impact marketing agencies, Techworks computer services, and The UPS Store for shipping and packing needs.
Are there food options near Stockman Wealth Management for clients visiting the area?
Yes, clients can visit Farm To Market Pork, a restaurant, delicatessen, and grocery store close to Stockman Wealth Management.