Gary WrotnyCRD Number: 7120568
Current Firm: Watson House Investment Management, LLC
Gary Wrotny (CRD# 7120568) is an Investment Advisor Representative working at Watson House Investment Management, LLC in Bozeman, MT and has over 4 years of experience in the finance industry.
Yellowstone Investment Planners, Inc.
D.a. Davidson & Company
D.a. Davidson & Company
|Watson House Investment Management, LLC||Bozeman, MT||Nov 2018 - Current||4|
|Self-employed||Fayetteville, AR||Aug 2017 - Nov 2018||1|
|Self-employed||Park City, UT||Aug 2013 - Aug 2017||4|
|Self-employed||Fayetteville, AR||Jun 2006 - Aug 2013||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
Total Assets Under Management4MILLIONS
Total Number of Accounts18ACCOUNTS
Average Account Value$216,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, MT, TX
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