PPrivate Fund Data Log in Join · $37/mo

Caren Lorene Coffee

Board MemberStockman Wealth Management, Inc.CRD 4601808

About Caren Lorene Coffee

Caren Lorene Coffee is listed as Board Member at Stockman Wealth Management, Inc. in Billings, MT. Form ADV reports a beneficial ownership band of Under 5%. Caren Lorene Coffee is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Stockman Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Caren Lorene Coffee work?

Caren Lorene Coffee is listed as Board Member at Stockman Wealth Management, Inc. on SEC Form ADV.

How much of Stockman Wealth Management, Inc. does Caren Lorene Coffee own?

Form ADV reports a beneficial ownership band of Under 5%.

Stockman Wealth Management, Inc.

TitleBoard Member
OwnershipUnder 5%
Control personYes
Since2014

Stockman Wealth Management, Inc.

TitleTrustee
Ownership25-50%
Control personYes
Since2011