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.
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
CRD# 5679476
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stack Financial Management, Inc. | Whitefish, MT | Jul 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- MT
- TX
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Total Assets Under Management1,798MILLIONS
-
Total Number of Accounts1,529ACCOUNTS
-
Average Account Value$1,175,713
- A percentage of assets under your management
- Financial planning services
- 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, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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