Tracy Weidler Hawbaker
Investment adviser representative at Cladis Investment Advisory LLC
16 yearsExperience
1 stateRegistered in
$242.6MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Cladis Investment Advisory LLCJul 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MT).
Cladis Investment Advisory LLC
$242.6MAssets managed
119Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4981864
- Firm CRD
- 153873