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).

By the Numbers
  • Total Assets Under Management
    1,483
    MILLION
  • Total Number of Accounts
    1,355
    ACCOUNTS
  • Average Account Value
    $1,094,421
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Stack Financial Management Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Hannah E. Ahmed
CRD#: 4970862
625 Wisconsin Avenue, Whitefish, MT 59937

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.

2
Annell M. Danczyk
CRD#: 5470520
625 Wisconsin Avenue, Whitefish, MT 59937

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.

3
Catherine M. Hetrick
CRD#: 4361522
625 Wisconsin Avenue, Whitefish, MT 59937

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.

4
Zach Jonson
CRD#: 4639862
625 Wisconsin Avenue, Whitefish, MT 59937

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.

5
Joseph M. Laszewski
CRD#: 6697828
625 Wisconsin Avenue, Whitefish, MT 59937

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.

6
James B. Stack
CRD#: 2458324
625 Wisconsin Avenue, Whitefish, MT 59937

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.

7
Lisa A. Stack
CRD#: 2458316
625 Wisconsin Avenue, Whitefish, MT 59937

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.

8
Aimee S. Weller
CRD#: 6200399
625 Wisconsin Avenue, Whitefish, MT 59937

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.

9
Jeanine L. Morreim
CRD#: 7326965
625 Wisconsin Avenue, Whitefish, MT 59937

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.

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