Our Team | Cladis Investment Advisory

Nick Cladis

Founder & Principal Senior Advisor

Nick is a native Montanan with over 50 years of experience in the financial services industry. Throughout his career, he […]

Tracy Hawbaker AWMA^®, CTFA

Partner & Senior Advisor

Tracy is a Registered Investment Advisor Representative with more than 35 years of combined experience across banking, finance, and healthcare/insurance. […]

Quint Zander

Wealth Management Associate

Quint earned a Bachelor of Arts in Business Administration from Colorado State University, with a concentration in Investment and Corporate […]

Brenda Meyer

Client Administrator

Brenda has been a part of the Billings business community for more than 35 years. As Client Administrator, she provides […]

TradePMR Inc.

TradePMR Inc., member FINRA/SIPC, is an introducing brokerage firm located in Gainesville, Florida providing brokerage, trading and account management services to our team. The technology and services provided by TradePMR allow us to better service our clients on a day-to-day basis.

Visit TradePMR Inc.

Wells Fargo Clearing Services, LLC

Wells Fargo Clearing Services, LLC, Member SIPC, is a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo Clearing Services, LLC provides account statements, trade confirms and other record-keeping, operational, clearing and custodial services for introducing brokerage firms such as TradePMR Inc. Wells Fargo Clearing Services, LLC is our primary custodian and investment accounts under our management will be held there when possible.

Visit Wells Fargo Clearing Services, LLC

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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.