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Zach Jonson

STACK FINANCIAL MANAGEMENT INC·WHITEFISH, Montana
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625 WISCONSIN AVENUE, WHITEFISH, MT 59937-2129CRD# 4639862Firm CRD# 106785
01

About

Zach Jonson 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STACK FINANCIAL MANAGEMENT INC
STACK FINANCIAL MANAGEMENT INC
AUM
$1.8B
Regulatory assets under management
Employees
16
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4639862
Firm CRD# 106785
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zach Jonson offer?
Zach Jonson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WHITEFISH, Montana for a consultation.
What are Zach Jonson's credentials?
Zach Jonson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zach Jonson located?
Zach Jonson 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 Zach Jonson charge for services?
Zach Jonson'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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Other advisors in WHITEFISH
Lisa Ann Stack — STACK FINANCIAL MANAGEMENT INCCatherine Marie Hetrick — STACK FINANCIAL MANAGEMENT INCNancy Denise Falkner — STACK FINANCIAL MANAGEMENT INCAlfred Francis Matarazzo — MAIN LINE RETIREMENT ADVISORS, LLCJames Bryan Stack — STACK FINANCIAL MANAGEMENT INC
Nearby cities in Montana
BILLINGS (43)GREAT FALLS (40)BOZEMAN (21)MISSOULA (17)HELENA (5)
City Guides
BILLINGS GuideGREAT FALLS GuideBOZEMAN GuideMISSOULA GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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