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STACK FINANCIAL MANAGEMENT INC
STACK FINANCIAL MANAGEMENT INC
WHITEFISH, Montana
·
9 registered advisors
·
CRD# 106785
SEC# 801-45724
0
406-862-8000
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at STACK FINANCIAL MANAGEMENT INC
9 registered advisors
Annell Mckee Danczyk
WHITEFISH, Montana
CRD# 5470520
Catherine Marie Hetrick
WHITEFISH, Montana
CRD# 4361522
James Bryan Stack
WHITEFISH, Montana
CRD# 2458324
Jeanine Lynette Morreim
WHITEFISH, Montana
CRD# 7326965
Joseph Michael Laszewski
WHITEFISH, Montana
CRD# 6697828
Kent Millard Jones
WHITEFISH, Montana
CRD# 7243204
Lisa Ann Stack
WHITEFISH, Montana
CRD# 2458316
Nancy Denise Falkner
WHITEFISH, Montana
CRD# 4800451
Zach Jonson
WHITEFISH, Montana
CRD# 4639862
05
Office Locations
WHITEFISH, Montana
9 advisors
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Data sourced from SEC Form ADV filings. STACK FINANCIAL MANAGEMENT INC (CRD# 106785) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.