Stack Financial Management Inc.
Stack Financial Management Inc. (CRD# 106785) is a financial advisory firm headquartered in Whitefish, MT. They manage $1,482,939,958 in 1,355 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management1,483MILLION
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Total Number of Accounts1,355ACCOUNTS
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Average Account Value$1,094,421
- 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, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
Hannah Ahmed (CRD# 4970862) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 15 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.
Annell Danczyk (CRD# 5470520) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 13 years of experience in the finance industry.
Catherine Hetrick (CRD# 4361522) 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.
Zach Jonson (CRD# 4639862) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 12 years of experience in the finance industry.
Joseph Laszewski (CRD# 6697828) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 5 years of experience in the finance industry.
James Stack (CRD# 2458324) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 27 years of experience in the finance industry.
Lisa Stack (CRD# 2458316) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 27 years of experience in the finance industry.
Aimee Weller (CRD# 6200399) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 8 years of experience in the finance industry.
Jeanine Morreim (CRD# 7326965) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has 1 year of experience in the finance industry.