Caren Coffee is a control person of Stockman Wealth Management and directly owns under 5% of it.
Stockman Wealth Management is an investment adviser based in Billings, MT, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include banking or thrift institutions, high-net-worth individuals and individual clients. Its regulatory assets under management total $5.24 billion, as filed on 20 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4601808
- Firm
- Stockman Wealth Management · CRD 122166
- Role
- Board Member
- In role since
- March 2014 · 12 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Billings, MT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Caren Coffee work?
Caren Coffee has been Board Member of Stockman Wealth Management, Inc. since March 2014, and is a control person of the firm.
How can I verify Caren Coffee’s record?
Caren Coffee’s role is listed on Stockman Wealth Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 122166.
- Larry JohnsPresident & CIO & CCO
- Jerry AndersonBoard Member - Vice Chair
- Patrick AnglandManaging Director
- David AshbyManaging Director
- Arthur BickleBoard Member
- William CoffeeBoard Member
- Steven FawcettBoard Member
- Kevin GuenthnerBoard Member
- Jeffrey JohnstoneBoard Member - Secretary
- Jeremy MorgretBoard Member
- Jessica NeumanManaging Director
- Ronald O'DonnellChairman & CEO
- David ZoanniBoard Member