Tracy Hawbaker, AWMA®, CTFA

Posted on by Steve Price
Tracy Hawbaker Bio

Tracy is a registered investment advisor representative with over 30 years of combined banking, finance, and healthcare insurance experience. She has been with the firm since 2010 and became a minority owner in 2022. Tracy’s career has included banking and finance positions with Montana Bank, First Interstate Bank and UBS Financial Services. She holds the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers (ICB) and in 2012, she also obtained the Accredited Wealth ManagementSM designation from the College for Financial Planning – Denver, Colorado.
Tracy combines her broad finance knowledge and experience assisting others to really get to know our clients and help them achieve their financial goals. Tracy’s unique perspective greatly benefits our team and our clients. She assists in managing the portfolio investment process as well as providing vital market and security research for the team.
A native of Billings, Tracy graduated from Montana State University-Bozeman with a Bachelor of Science Degree in Business Finance. She enjoys golfing, watching sporting events, and spending time with her husband, Jim, and their two children: Bryce and Sydney.

Meet the Team

Cladis Investment Advisory, LLC – Billings, Montana
© 2022All Rights Reserved. Legal Disclosures.

This website is limited to the dissemination of general information pertaining to Cladis Investment Advisory, LLC’s services, together with access to additional investment-related information, publications and links. Accordingly, the publication of this website should not be construed as a solicitation or offer to effect, or attempt to effect, transactions in securities or personalized investment advice for compensation over the Internet.

The material on this website is without regard to the specific investment objectives, financial situation or particular needs of any visitor. Any opinions expressed on this website do not constitute investment advice.

Cladis Investment Advisory, LLC is registered with the Securities and Exchange Commission (SEC).  Cladis Investment Advisory, LLC and its representatives are in compliance with the current notice filing and registration requirements applicable in those states our clients reside.  Cladis Investment Advisory, LLC and its representatives may only transact business or communicate individually with any client/prospective client about rendering investment advice or solicit or negotiate the sale of investment advisory services in those states it has notice filed or qualifies for an exemption from notice filing.  To determine whether or not our firm is notice filed in your state contact our office or your state’s securities law administrator.  You can also find this information at www.adviserinfo.sec.gov.  Our CRD# is 153873.  Although we may not currently be notice filed in your state, we may notice file your state if warranted.  The purpose of notice filing in a state is simply to notify the state securities law administrator that we are doing business in their state.