Catherine Hetrick, financial advisor Whitefish MT

Catherine Hetrick

CRD Number: 4361522
Current Firm: Stack Financial Management Inc.

Catherine Hetrick (CRD# 4361522) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Stack Financial Management Inc. Whitefish, MT Oct 1999 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Catherine M. Hetrick
Phone Number: 406-862-8000
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    1,798
    MILLIONS
  • Total Number of Accounts
    1,529
    ACCOUNTS
  • Average Account Value
    $1,175,713
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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