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Travis Hartman, Mba, Ctfa, Awma profile image

Travis Hartman, Mba, Ctfa, Awma

Portfolio Manager at Stockman Wealth Management
Intro Book
Seasoned financial professional with 16+ years of experience in wealth management and entrepreneurship.
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Location
Bozeman, Montana, United States, US
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Travis Hartman is a seasoned financial professional with extensive experience in wealth management, entrepreneurship, and leadership. He holds an MBA from The University of Montana - College of Business and has certifications from the CFA Institute, American Bankers Association, and College for Financial Planning. With over 16 years of experience, Travis has held various roles, including Portfolio Manager, Co-Owner, and Financial Representative, and has worked with prominent companies such as Stockman Wealth Management, TJ Holdings, and U.S. Bank.

Credentials

  • CFA Institute Investment Foundations Certificate
    CFA Institute
    Mar, 2018
    - Apr, 2026
  • Certified Trust and Financial Advisor
    American Bankers Association
    May, 2017
    - Apr, 2026
  • Accredited Wealth Management Advisor℠
    College for Financial Planning
    Mar, 2019
    - Apr, 2026

Experience

Education

  • 2010 - 2012
    The University of Montana - College of Business
    Masters of Business Administration, Business
  • 2004 - 2008
    The University of Montana-Western
    Bachelor of Business Administration - BBA, Small Business & Entrepreneurship

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Industry Focus. “Financial Services”

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