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.
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 offers services including investment advisory, financial planning, retirement planning, taxable accounts, IRAs, cash management, and services for non-profits.
Where is Stockman Wealth Management located?
It is located at 301 W Holly Street, Sidney, MT 59270, USA.
What are the business hours of Stockman Wealth Management?
The company is open Monday through Thursday from 9:00 AM to 4:00 PM, Friday from 9:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
Is Stockman Wealth Management a registered investment advisor?
Yes, Stockman Wealth Management is a SEC Registered Investment Advisor and operates under a fiduciary standard.
How can I contact Stockman Wealth Management?
You can contact them by phone at +1 406-433-8600 or email at sidneyservice@stockmanbank.com.
Does Stockman Wealth Management have an online presence?
Yes, they have a website, LinkedIn page, Facebook page, Instagram, and a YouTube channel.
What investment products does Stockman Wealth Management provide?
They offer products such as stocks, bonds, investments, investment portfolios, equity, and income-focused products.
Can I visit Stockman Wealth Management if I am staying at a nearby hotel?
Yes, the Holiday Inn Express and Suites Sidney and Candlewood Suites Sidney are nearby hotels convenient for visitors planning a visit to Stockman Wealth Management.
Are there other financial services near Stockman Wealth Management that I can visit?
Yes, nearby financial service providers include Cheryl VanEvery - Stockman Bank, Monica Waters - Stockman Bank, Stockman Bank, Richland Federal Credit Union, Michele Herres - State Farm Insurance Agent, Union Gateway Agency Inc, and Mountain West Farm Bureau Insurance.
What local amenities are near Stockman Wealth Management for visitors to explore?
Visitors can explore The Market at Sidney grocery store, South 40 Restaurant steakhouse, Domino’s Pizza, and local community spots like the Sidney-Richland County Library and Valley Village landmark nearby.