Cladis Investment Advisory LLC

Nicholas Cladis is a financial advisor with Cladis Investment Advisory LLC in Billings, MT, holding Series 63 and Series 65 credentials and over 52 years of industry experience. He has been with Cladis Investment Advisory since its founding in 2010. Cladis Investment Advisory provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm emphasizes structured asset allocation and diversification tailored to client-specific factors, managing a relatively small client base with a high concentration of assets on a discretionary basis.

Tracy Hawbaker is a financial advisor at Cladis Investment Advisory LLC with 17 years of industry experience. She holds the Series 66 designation and has been with Cladis Investment Advisory since 2010. Cladis Investment Advisory provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm emphasizes structured asset allocation and diversification tailored to each client’s risk tolerance and goals, managing a relatively small client base with a high average account size.

Henry Zander V is a financial advisor with Cladis Investment Advisory LLC and holds a Series 65 credential. He has one year of industry experience, including prior work at Monroe Capital LLC and several years in educational roles. Cladis Investment Advisory provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm focuses on structured asset allocation and diversification tailored to clients’ risk tolerance, time horizon, and liquidity needs, managing approximately $242.6 million in assets for about 114 clients as of the end of 2025.