Best Investors Account Sign in
Inactive

Henry George Zander

Cladis Investment Advisory LLC

Billings, MT

CRD 8159319

Claim This Profile
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 2025-09-17
  • MT RA
    APPROVED
    Since 2025-09-17

Branch Locations

180 S. 32Nd St. 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 08/2025 Present
Monroe Capital Llc Chicago IL 06/2024 07/2024
Colorado State University Fort Collins CO 08/2021 05/2025
Culver Military Academy Culver IN 08/2019 08/2021
New Trier High School Winnetka IL 08/2017 08/2019
Chairavalle Montessori School Evanston IL 08/2009 08/2017
  • 08/2025 → Present
    Cladis Investment Advisory, Llc
    Billings, MT
  • 06/2024 → 07/2024
    Monroe Capital Llc
    Chicago, IL
  • 08/2021 → 05/2025
    Colorado State University
    Fort Collins, CO
  • 08/2019 → 08/2021
    Culver Military Academy
    Culver, IN
  • 08/2017 → 08/2019
    New Trier High School
    Winnetka, IL
  • 08/2009 → 08/2017
    Chairavalle Montessori School
    Evanston, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-16
  • S65 Uniform Investment Adviser Law Examination
    2025-09-16
Other Names
  • Quint Zander

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
INVESTMENT MANAGEMENT GROUP

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

More in Billings, MT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor