Unclaimed Profile

Kerry Robert Neils

STOCKMAN ASSET MANAGEMENT, INC.·BILLINGS, Montana

Series 65Clean record23 years registeredSTOCKMAN ASSET MANAGEMENT, INC.

402 N. BROADWAY, BILLINGS, MT 59101CRD# 2153037Firm CRD# 122166

Profile Verification

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

Identity

Kerry Robert Neils · BILLINGS, MT

Registration

CRD #2153037 · STOCKMAN ASSET MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STOCKMAN ASSET MANAGEMENT, INC.

INVESTMENT MANAGEMENT GROUP

Jan 2015 – Jan 2023

HELENA, MT

ANNACO INVESTMENT MANAGEMENT

May 2003 – Jan 2015

HELENA, MT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 19, 2003

Years registered · 23

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

Speak with Kerry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kerry is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BILLINGS?

Browse all registered financial advisors in BILLINGS, Montana or claim this profile if it's yours.

Browse BILLINGS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kerry Robert Neils offer?

Kerry Robert Neils specializes in Financial Planning, Investment Management, Wealth Management.

What are Kerry Robert Neils's credentials?

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

Where is Kerry Robert Neils located?

Kerry Robert Neils is based in BILLINGS, Montana, last registered with STOCKMAN ASSET MANAGEMENT, INC..

How does Kerry Robert Neils charge for services?

Kerry Robert Neils'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 ASSET MANAGEMENT, INC.?

STOCKMAN ASSET 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →