STOCKMAN WEALTH MANAGEMENT, INC.

INVESTMENT MANAGEMENT GROUP
BILLINGS, Montana·28 registered advisors·CRD# 122166
SEC# 801-615678406-655-3960
01

Firm Overview

AUM
$4.8B
Regulatory assets under management
Employees
31
Total firm employees
Advisors
28
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STOCKMAN WEALTH MANAGEMENT, INC.

28 registered advisors
Arthur William Bickle
BILLINGS, Montana
Brenda Gray Hittmeier
BILLINGS, Montana
Caren Lorene Coffee
BILLINGS, Montana
C M Coffee
BILLINGS, Montana
David Anthony Zoanni
BILLINGS, Montana
David Anthony Zoanni
BILLINGS, Montana
David Gene Dennis
BILLINGS, Montana
David Robert Rehbein
BILLINGS, Montana
David William Ashby
BILLINGS, Montana
Eric Mitchell George
BILLINGS, Montana
Harold Alan Klem
BILLINGS, Montana
Jeffrey David Johnstone
BILLINGS, Montana
Jennifer Mae Hemphill
BILLINGS, Montana
Jeremy Aaron Morgret
BILLINGS, Montana
Jerry Lane Anderson
BILLINGS, Montana
Jessica Renee Neuman
BILLINGS, Montana
Karyn Lee Sigler
BILLINGS, Montana
Kerry Robert Neils
BILLINGS, Montana
Kevin Jon Guenthner
BILLINGS, Montana
Larry Douglas Johns
BILLINGS, Montana
Patrick Herbert Angland
BILLINGS, Montana
Philip Owen Howeth
BILLINGS, Montana
Ronald Wayne O'donnell
BILLINGS, Montana
Ronna Marie Voges
BILLINGS, Montana
Steven Brett Fawcett
BILLINGS, Montana
Tina Marie Denny
BILLINGS, Montana
Virginia Coffee
BILLINGS, Montana
William Edward Coffee
BILLINGS, Montana
05

Office Locations

BILLINGS, Montana
28 advisors

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Data sourced from SEC Form ADV filings. STOCKMAN WEALTH MANAGEMENT, INC. (CRD# 122166) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.