Gary Wrotny, financial advisor Bozeman MT

Gary Wrotny

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Gary A. Wrotny
Phone Number: 503-962-9410
Registered State(s):
  • AR
  • MT
  • TX
Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $216,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, MT, TX

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