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Stockman Wealth Management Owner verified
204 W Bell Glendive, MT, 59330Last time updated: 2/23/25, 11:04 AM
About
Stockman Wealth Management (SWM) was established in 2002 as a sister company to Stockman Bank and Stockman Insurance – all owned by Stockman Financial Corp.
SWM is a SEC Registered Investment Advisor. We operate under a fiduciary standard, engaging in fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit sharing plans, corporations, banks, and municipal government entities. Our focus is to help our clients achieve their unique financial goals, and our service model is built with client relationships as the foundation.
Images
Stockman building in Glendive, MT
Frequently Asked Questions
Which days is Stockman Wealth Management open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Stockman Wealth Management main products?
Stocks, Bonds, Investments, Investment Portfolio, Equity, Income.
What are Stockman Wealth Management main services?
Investment Advisory, Financial Planning, Taxable Accounts, IRAs, Individual Retirement Accounts, Retirement, Non-Profit, Cash Management, Retirement Planning.
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