Joseph Laszewski, financial advisor Whitefish MT

Joseph Laszewski

CRD Number: 6697828
Current Firm: Stack Financial Management Inc.

Joseph Laszewski (CRD# 6697828) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Stack Financial Management Whitefish, MT Mar 2016 - Current 8
Bell State Bank & Trust Fargo, ND Sep 2014 - Feb 2016 1
Eide Bailly, LLP Fargo, ND Jan 2011 - Sep 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Joseph M. Laszewski
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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