Our Team

Nick Cladis

Owner & Investment Advisor Representative

Nick is a native Montanan with over 50 years of experience in the financial services industry. Nick has focused his […]

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Tracy Hawbaker AWMA®, CTFA

Chief Operations Officer & Investment Advisor Representative

Tracy is a registered investment advisor representative with over 30 years of combined banking, finance, and healthcare insurance experience. She […]

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Brenda Meyer

Client Administrator

Brenda has been working in the Billings business community for over 30 years. She provides our clients with personalized service […]

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Our Strategic Partners

TradePMR Inc.

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

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

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.