Kelly Gaugler - Stockman Bank

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.

CS & Co is a reputable company located in Bozeman, MT, offering a range of services to meet various needs. With a convenient location and multiple contact options, they are easily accessible for any inquiries or assistance. Providing professional and reliable solutions, CS & Co is committed to delivering exceptional customer service and ensuring client satisfaction.Generated from the website

Your financial advisor in Bozeman will work with you to create tailored wealth management strategies. Find a financial advisor near you.