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Tracy Weidler Hawbaker

Cladis Investment Advisory LLC

Billings, MT

CRD 4981864

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Employer firm

Cladis Investment Advisory LLC CRD 153873

$243M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • PROVIDE INVESTMENT ADVICE THROUGH CONSULTATION FOR AN HOURLY FEE.

From the firm’s Form ADV. Read the guides:

Current Employers
Cladis Investment Advisory Llc

180 S. 32Nd St. West Suite 1, Billings, MT 59102 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2013-01-25
  • MT RA
    APPROVED
    Since 2013-01-25

Branch Locations

180 S. 32Nd Street West Suite 1, Billings, MT 59102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cladis Investment Advisory Llc Billings MT 07/2010 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-27
  • S66 Uniform Combined State Law Examination
    2006-03-27
Other Names
  • Tracy Lynn Weidler
  • Tracy Hawbaker

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
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Nearby Investors

ROBERT CHARLES BECK
BRIAN STEPHEN LETHERT
Matthew Innecken Stroud

Nearby Offices

LPL FINANCIAL LLC · BILLINGS, MT
U.S. BANCORP ADVISORS, LLC · Billings, MT
INVESTMENT MANAGEMENT GROUP · BILLINGS, MT

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