Sign in

You're signed outSign in or to get full access.

Travis Hartman

Travis Hartman

Portfolio Manager at Stockman Wealth Management, Inc.

Bozeman, MT , United States

About

Travis Hartman is a Portfolio Manager at Stockman Wealth Management, Inc. in Bozeman, Montana, where he is responsible for constructing and managing investment portfolios for private clients and institutions. His role focuses on providing personalized investment solutions and overseeing asset allocation across multiple asset classes, leveraging 17 years of industry experience to advise on equity, fixed income, and diversified investment strategies.

Travis's investment expertise covers traditional securities and diversified portfolios, with a specific emphasis on serving the needs of individuals, families, and agricultural business owners in the Northern Rockies region. In addition to his role at Stockman Wealth Management, he has entrepreneurial experience as Co-Owner of both TJ Holdings and Hartman Land & Livestock, further informing his knowledge of the real assets and agribusiness sectors.

He holds an MBA from the University of Montana College of Business and a BBA in Small Business & Entrepreneurship from the University of Montana-Western, along with professional designations such as CTFA and AWMA. His deep regional roots, broad sector coverage, and advanced credentials make him a trusted advisor for high-net-worth individuals and business owners, particularly those seeking expertise in agriculture, real estate, and wealth management in Montana and the surrounding areas.

Career History

OrganizationRoleDate RangeDetails
Stockman Wealth ManagementPortfolio ManagerMay 2022 to Present
TJ HoldingsCo-OwnerMar 2017 to Present
Hartman Land & LivestockCo-OwnerMar 2019 to Present
Tight Line AdventuresFishing GuideApr 2008 to Present
U.S. BankVice President, Private Wealth AdvisorAug 2021 to May 2022
U.S. BankVice President, Wealth Management Trust AdvisorMay 2018 to Aug 2021
Wells FargoVice President, Fiduciary Advisory SpecialistAug 2015 to Jun 2018
Northwestern MutualFinancial RepresentativeSep 2012 to Aug 2015
PFL.comTeam Lead - Technical Service RepresentativeDec 2010 to Sep 2012
Montana State University-BozemanResident DirectorJun 2008 to Dec 2010

Education

The University of Montana - College of Business

Masters of Business Administration, Business

2010 2012

The University of Montana-Western

Bachelor of Business Administration - BBA, Small Business & Entrepreneurship

2004 2008

Others at Stockman Wealth Management, Inc. (8)

NameRoleLocation
Claudine Johnson
Claudine Johnson
Portfolio ManagerKalispell, MT , United States
J
Jennifer Hemphill
Investment OfficerBillings, MT , United States
Kary Parks
Kary Parks
Portfolio ManagerKalispell, MT , United States
Melissa Yackley
Melissa Yackley
Senior AnalystBillings, MT , United States
Kyle Geffre
Kyle Geffre
Senior Portfolio ManagerBillings, MT , United States
Molly Werk
Molly Werk
Portfolio ManagerMissoula, MT , United States
Nate Fisk
Nate Fisk
Portfolio ManagerBillings, MT , United States
Sean Burt
Sean Burt
Portfolio ManagerMissoula, MT , United States

Similar Fund Managers

NameRoleFundLocation
Annell Danczyk
Annell Danczyk
Sr. Portfolio ManagerStack Financial Management, Inc.Whitefish, MT , United States
Joe Laszewski
Joe Laszewski
Senior Portfolio ManagerStack Financial Management, Inc.Whitefish, MT , United States
Carl Noble
Carl Noble
Senior Vice President of InvestmentsCongress Wealth Management LLC / de /Columbia, MD , United States
Conor Clark
Conor Clark
Manager of Investment ResearchCongress Wealth Management LLC / de /Richmond, VA , United States
Reed Choate
Reed Choate
Partner, Portfolio ManagerNeville Rodie & Shaw Inc.New York, NY , United States
William Patterson
William Patterson
Portfolio Manager; Vice PresidentNeville Rodie & Shaw Inc.New York, NY , United States