← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（10/24/2024）
STOCKMAN WEALTH MANAGEMENT, INC. · 所有者与执行高管（CRD 122166）
机构事实页：STOCKMAN WEALTH MANAGEMENT, INC. 事实页 → | 官方原文：IAPD firm-summary/122166
Schedule A · 直接所有者（17 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| O'DONNELL, RONALD, WAYNE | 个人 | CHAIRMAN & CEO | 是 | NA |
| BICKLE, ARTHUR, WILLIAM | 个人 | BOARD MEMBER | 是 | NA |
| COFFEE, WILLIAM, EDWARD | 个人 | BOARD MEMBER | 是 | NA |
| STOCKMAN FINANCIAL CORPORATION | 境内实体 | SHAREHOLDER | 是 | E |
| GEORGE, ERIC, MITCHELL | 个人 | EXECUTIVE DIRECTOR | 是 | NA |
| COFFEE, CAREN, LORENE | 个人 | BOARD MEMBER | 是 | NA |
| ANDERSON, JERRY, LANE | 个人 | BOARD MEMBER - VICE CHAIR | 是 | NA |
| NEUMAN, JESSICA, RENEE | 个人 | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | 是 | NA |
| JOHNSTONE, JEFFREY, DAVID | 个人 | BOARD MEMBER - SECRETARY | 是 | NA |
| Guenthner, Kevin, Jon | 个人 | BOARD MEMBER | 是 | NA |
| Morgret, Jeremy, Aaron | 个人 | BOARD MEMBER | 是 | NA |
| Ashby, David, William | 个人 | MANAGING DIRECTOR | 是 | NA |
| ZOANNI, DAVID, ANTHONY | 个人 | BOARD MEMBER | 是 | NA |
| FAWCETT, STEVEN, BRETT | 个人 | BOARD MEMBER | 是 | NA |
| JOHNS, LARRY, DOUGLAS | 个人 | PRESIDENT & CIO | 是 | NA |
| ANGLAND, PATRICK, HERBERT | 个人 | MANAGING DIRECTOR | 是 | NA |
| VOGES, RONNA, MARIE | 个人 | OPERATIONS MANAGER | 是 | NA |
Schedule B · 执行高管（2 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| COFFEE, CAREN, LORENE | TRUSTEE | 是 |
| COFFEE, WILLIAM, EDWARD | TRUSTEE | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
