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Jerry Lane Anderson

STOCKMAN WEALTH MANAGEMENT, INC.·BILLINGS, Montana
Unclaimed Profile
402 N. BROADWAY, BILLINGS, MT 59101CRD# 6315684Firm CRD# 122166
01

About

Jerry Lane Anderson 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STOCKMAN WEALTH MANAGEMENT, INC.
INVESTMENT MANAGEMENT GROUP
AUM
$4.8B
Regulatory assets under management
Employees
31
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6315684
Firm CRD# 122166
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry Lane Anderson offer?
Jerry Lane Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BILLINGS, Montana for a consultation.
What are Jerry Lane Anderson's credentials?
Jerry Lane Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Lane Anderson located?
Jerry Lane Anderson 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 Jerry Lane Anderson charge for services?
Jerry Lane Anderson'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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Other advisors in BILLINGS
Ronald Wayne O'donnell — STOCKMAN WEALTH MANAGEMENT, INC.Arthur William Bickle — STOCKMAN WEALTH MANAGEMENT, INC.William Edward Coffee — STOCKMAN WEALTH MANAGEMENT, INC.Caren Lorene Coffee — STOCKMAN WEALTH MANAGEMENT, INC.Steven William Ash — HORIZON CAPITAL PARTNERS LLC
Nearby cities in Montana
GREAT FALLS (40)BOZEMAN (21)MISSOULA (17)WHITEFISH (14)HELENA (5)
City Guides
GREAT FALLS GuideBOZEMAN GuideMISSOULA GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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