Hannah Ahmed (CRD# 4970862) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 17 years of experience in the finance industry. Hannah Ahmed 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.
CRD# 5572109
D.a. Davidson & Company
CRD# 5679476
Edward Jones
CRD# 6477026
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stack Financial Management | Whitefish, MT | Sep 2019 - Current | 4 |
| Merriman Wealth Management, LLC | Seattle, WA | Oct 2016 - Aug 2019 | 2 |
| Fisher Investments | Woodside, CA | Sep 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- MT
- TX
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Total Assets Under Management1,798MILLIONS
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Total Number of Accounts1,529ACCOUNTS
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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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