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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.
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More Business Info

Hours
Regular Hours
Mon - Thu:
Fri:
Sat - SunClosed
Services/Products
Bonds Cash Management Equity Financial Planning IRAs Income Individual Retirement Accounts Investment Advisory Investment Portfolio Investments Non-Profit Retirement Retirement Planning Stocks Taxable Accounts
Other Link

https://wealthmanagement.stockmanbank.com/stockman-wealth-management-f9a36747eaac

Categories
Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Securities, Investments, Stock & Bond Brokers
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