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Distance Only Whitefish, MT
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Lisa Stack (CRD# 2458316) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 30 years of experience in the finance industry.
Austin Taylor (CRD# 5379271) is an Investment Advisor Representative working at Bow Stream Investments LLC in Whitefish, MT and has over 16 years of experience in the finance industry.
Kim Taylor (CRD# 1211018) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish, MT and has over 40 years of experience in the finance industry.
Michael Tomkins (CRD# 4669399) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Whitefish, MT and has over 20 years of experience in the finance industry.
Gregory Warner (CRD# 4130305) is an Investment Advisor Representative working at Adero Partners, LLC in Whitefish, MT and has over 19 years of experience in the finance industry. Gregory Warner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aimee Weller (CRD# 6200399) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 10 years of experience in the finance industry.
Jillian Wermling (CRD# 5150543) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish, MT and has over 17 years of experience in the finance industry.
Sarah Fitzgerald (CRD# 3065395) is an Investment Advisor Representative working at D.a. Davidson & Company in Whitefish, MT and has over 25 years of experience in the finance industry.
Joseph Akey (CRD# 6656266) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Whitefish, MT and has over 2 years of experience in the finance industry.
Kellyn Brown (CRD# 7749834) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Whitefish, MT and has 1 year of experience in the finance industry.