Unclaimed Profile

Annell Mckee Danczyk

STACK FINANCIAL MANAGEMENT INC·WHITEFISH, Montana

Clean recordSTACK FINANCIAL MANAGEMENT INC

625 WISCONSIN AVENUE, WHITEFISH, MT 59937-2129CRD# 5470520Firm CRD# 106785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Annell Mckee Danczyk · WHITEFISH, MT

Registration

CRD #5470520 · STACK FINANCIAL MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Annell Mckee Danczyk is a registered financial advisor based in WHITEFISH, Montana, affiliated with STACK FINANCIAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Annell

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Annell is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

STACK FINANCIAL MANAGEMENT INC

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STACK FINANCIAL MANAGEMENT INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5470520

Firm CRD# 106785

View on FINRA BrokerCheck →

Looking for a financial advisor in WHITEFISH?

Browse all registered financial advisors in WHITEFISH, Montana or claim this profile if it's yours.

Browse WHITEFISH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Annell Mckee Danczyk offer?

Annell Mckee Danczyk specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WHITEFISH, Montana for a consultation.

What are Annell Mckee Danczyk's credentials?

Annell Mckee Danczyk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Annell Mckee Danczyk located?

Annell Mckee Danczyk is based in WHITEFISH, Montana, working with STACK FINANCIAL MANAGEMENT INC. Their office serves clients in the WHITEFISH metropolitan area and surrounding communities.

How does Annell Mckee Danczyk charge for services?

Annell Mckee Danczyk's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STACK FINANCIAL MANAGEMENT INC?

STACK FINANCIAL MANAGEMENT INC has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →