Aimee WellerCRD Number: 6200399
Current Firm: Stack Financial Management Inc.
Aimee Weller (CRD# 6200399) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 4 years of experience in the finance industry.
Stack Financial Management Inc.
Ascendall Financial Strategies, P.c.
|Stack Financial Management, Inc.||Whitefish, MT||Jul 2008 - Current||9|
|Shoreline Community Church||Coos Bay, OR||Dec 2006 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management1,136MILLIONS
Total Number of Accounts1,316ACCOUNTS
Average Account Value$863,137
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI