Unclaimed Profile

David Robert Rehbein

STOCKMAN WEALTH MANAGEMENT, INC.·BILLINGS, Montana

Series 65Clean record28 years registeredSTOCKMAN WEALTH MANAGEMENT, INC.

402 N. BROADWAY, BILLINGS, MT 59101CRD# 2563545Firm CRD# 122166

Profile Verification

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

Identity

David Robert Rehbein · BILLINGS, MT

Registration

CRD #2563545 · STOCKMAN WEALTH MANAGEMENT, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STOCKMAN WEALTH MANAGEMENT, INC.

INVESTMENT MANAGEMENT GROUP

Sep 2016 – Feb 2024

MISSOULA, MT

PEAK INVESTMENT MANAGEMENT, LTD

Oct 1997 – Dec 2016

MISSOULA, MT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 20, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STOCKMAN WEALTH MANAGEMENT, INC.

CRD 122166 · SEC 801-61567

AUM

$4.8B

Regulatory assets under management

Employees

2,303 client accounts

Services offered by STOCKMAN WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STOCKMAN WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does David Robert Rehbein offer?

David Robert Rehbein specializes in Financial Planning, Investment Management, Wealth Management.

What are David Robert Rehbein's credentials?

David Robert Rehbein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Robert Rehbein located?

David Robert Rehbein is based in BILLINGS, Montana, last registered with STOCKMAN WEALTH MANAGEMENT, INC..

How does David Robert Rehbein charge for services?

David Robert Rehbein'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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