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      A successful approach to investing!

      General Info

      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.

      HoursCLOSED NOW
      Regular Hours:
      Mon
      Tue
      Wed - Thu
      Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 406-655-3960

      Address:
      402 N 28th St Billings, MT 59101
      Link:

      https://wealthmanagement.stockmanbank.com/stockman-wealth-management-2fb1d14da49b

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      Categories
      Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Securities, Investments, Stock & Bond Brokers
      Services / Products
      Bonds Cash Management Equity Financial Planning IRAs Income Individual Retirement Accounts Investment Advisory Investment Portfolio Investments Non-Profit Retirement Retirement Planning Stocks Taxable Accounts
      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.