Ronald O'Donnell has been Chairman & CEO of Stockman Wealth Management since April 2014, is a control person of the firm and directly owns under 5% of it.
Stockman Wealth Management, Inc. is a Billings, MT firm with $5.24B under management, 1,532 clients and 23 advisers across 9 offices, as of its July 2026 filing.
- Investment Management GroupCurrent– present · 23 yearsBillings, MT · Adviser representative · Firm CRD 122166
Investment adviser representative registrations
Ronald O'Donnell is registered as an investment adviser representative in Montana, since March 2003.
- MontanaSince 11 March 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ronald Wayne O'Donnell
- CRD
- 2346026
- Firm
- Stockman Wealth Management · CRD 122166
- Role
- Chairman & CEO
- Office
- 1405 Grand Avenue, Billings, MT 59102
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Ronald O'Donnell work?
Ronald O'Donnell has been Chairman & CEO of Stockman Wealth Management, Inc. since April 2014, and is a control person of the firm.
Is Ronald O'Donnell a financial advisor?
Yes. Ronald O'Donnell has a current investment-adviser registration in Montana, through Stockman Wealth Management since March 2003.
How many years of experience does Ronald O'Donnell have?
Ronald O'Donnell has 23 years in the financial industry, since March 2003, across 1 adviser firm.
What exams has Ronald O'Donnell passed?
Ronald O'Donnell passed the Series 65 in April 1993.
Where is Ronald O'Donnell based?
Ronald O'Donnell’s registered office is in Billings, MT.
Is Ronald O'Donnell registered with FINRA?
No. Ronald O'Donnell has no current broker registration.
How can I verify Ronald O'Donnell’s record?
Search CRD 2346026 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald O'Donnell’s full registration record.
- Larry JohnsPresident & CIO & CCO
- Jerry AndersonBoard Member - Vice Chair
- Patrick AnglandManaging Director
- David AshbyManaging Director
- Arthur BickleBoard Member
- William CoffeeBoard Member
- Caren CoffeeBoard Member
- Steven FawcettBoard Member
- Kevin GuenthnerBoard Member
- Jeffrey JohnstoneBoard Member - Secretary
- Jeremy MorgretBoard Member
- Jessica NeumanManaging Director
- David ZoanniBoard Member