Unclaimed Profile

Nancy Denise Falkner

STACK FINANCIAL MANAGEMENT INC·WHITEFISH, Montana

Clean recordSTACK 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nancy Denise Falkner 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

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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# 4800451

Firm CRD# 106785

View on FINRA BrokerCheck →

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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. Contact their office in WHITEFISH, Montana for a consultation.

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, working with STACK FINANCIAL MANAGEMENT INC. Their office serves clients in the WHITEFISH metropolitan area and surrounding communities.

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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