Nick Cladis

Nick is a native Montanan with over 50 years of experience in the financial services industry. Throughout his career, he has focused on helping high-net-worth individuals and families manage their investment portfolios in support of their long-term financial goals. Nick is known for building lifelong client relationships grounded in trust, accessibility, and open communication.

Nick is deeply committed to the Billings community. He is an alumnus of Montana State University Billings (formerly EMC) and a recipient of the university’s Outstanding Alumnus Award. He currently serves on the boards of the Mary Alice Fortin Foundation for Youth Enrichment and the Fortin Family Foundation. Nick and his wife, Linda, are long-time supporters of many local organizations and have collectively served on numerous nonprofit boards.

Cladis Investment Advisory, LLC – Billings, Montana
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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.