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Ronald Wayne O'donnell

STOCKMAN WEALTH MANAGEMENT, INC.·BILLINGS, Montana
Series 65Clean record23 years registeredSTOCKMAN WEALTH MANAGEMENT, INC.
402 N. BROADWAY, BILLINGS, MT 59101CRD# 2346026Firm CRD# 122166

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Wayne O'donnell · BILLINGS, MT
Registration
CRD #2346026 · STOCKMAN WEALTH MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

INVESTMENT MANAGEMENT GROUP
Mar 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 11, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STOCKMAN WEALTH MANAGEMENT, INC.
CRD 122166 · SEC 801-61567
AUM
$4.8B
Regulatory assets under management
Employees
31
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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05

Frequently Asked Questions

What services does Ronald Wayne O'donnell offer?
Ronald Wayne O'donnell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BILLINGS, Montana for a consultation.
What are Ronald Wayne O'donnell's credentials?
Ronald Wayne O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Wayne O'donnell located?
Ronald Wayne O'donnell 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 Ronald Wayne O'donnell charge for services?
Ronald Wayne O'donnell'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 at STOCKMAN WEALTH MANAGEMENT, INC.

Brenda Gray Hittmeier
BILLINGS, MT
Karyn Lee Sigler
BILLINGS, MT
Patrick Herbert Angland
BILLINGS, MT
David William Ashby
BILLINGS, MT
Philip Owen Howeth
BILLINGS, MT
Ronna Marie Voges
BILLINGS, MT

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Nearby cities in Montana
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City Guides
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Research
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