Unclaimed Profile

Nancy Denise Falkner

STACK FINANCIAL MANAGEMENT INC·WHITEFISH, Montana

Series 65Clean record22 years registeredSTACK FINANCIAL MANAGEMENT INC

2472 BIRCH GLEN, SUITE A, WHITEFISH, MT 59937-3349CRD# 4800451Firm CRD# 106785

Profile Verification

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

Identity

Nancy Denise Falkner · WHITEFISH, MT

Registration

CRD #4800451 · STACK FINANCIAL MANAGEMENT INC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STACK FINANCIAL MANAGEMENT INC

ASCENDALL FINANCIAL STRATEGIES, P.C.

Aug 2016 – Dec 2018

COLUMBIA FALLS, MT

STACK FINANCIAL MANAGEMENT INC

Jun 2004 – May 2016

WHITEFISH, MT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 3, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STACK FINANCIAL MANAGEMENT INC

CRD 106785 · SEC 801-45724

AUM

$1.8B

Regulatory assets under management

Employees

1,529 client accounts

Services offered by STACK FINANCIAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STACK FINANCIAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Nancy Denise Falkner offer?

Nancy Denise Falkner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Nancy Denise Falkner's credentials?

Nancy Denise Falkner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nancy Denise Falkner located?

Nancy Denise Falkner is based in WHITEFISH, Montana, last registered with STACK FINANCIAL MANAGEMENT INC.

How does Nancy Denise Falkner charge for services?

Nancy Denise Falkner'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.

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