Unclaimed Profile

Caren Lorene Coffee

STOCKMAN WEALTH MANAGEMENT, INC.·BILLINGS, Montana

Clean recordSTOCKMAN WEALTH MANAGEMENT, INC.

402 N. BROADWAY, BILLINGS, MT 59101CRD# 4601808Firm CRD# 122166

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Caren Lorene Coffee · BILLINGS, MT

Registration

CRD #4601808 · STOCKMAN WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Caren Lorene Coffee is a registered financial advisor based in BILLINGS, Montana, affiliated with STOCKMAN WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STOCKMAN WEALTH MANAGEMENT, INC.

INVESTMENT MANAGEMENT GROUP

AUM

$4.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STOCKMAN WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4601808

Firm CRD# 122166

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Caren Lorene Coffee offer?

Caren Lorene Coffee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BILLINGS, Montana for a consultation.

What are Caren Lorene Coffee's credentials?

Caren Lorene Coffee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Caren Lorene Coffee located?

Caren Lorene Coffee is based in BILLINGS, Montana, working with STOCKMAN WEALTH MANAGEMENT, INC.. Their office serves clients in the BILLINGS metropolitan area and surrounding communities.

How does Caren Lorene Coffee charge for services?

Caren Lorene Coffee's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STOCKMAN WEALTH MANAGEMENT, INC.?

STOCKMAN WEALTH MANAGEMENT, INC. has approximately 31 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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