Stack Financial Management Inc.

Stack Financial Management Inc. (CRD# 106785) is a financial advisory firm headquartered in Whitefish, MT. They manage $1,135,888,141 in 1,316 accounts and serve the financial needs of clients across 34 states (or territories).

Current Firm Details
2472 Birch Glen, Suite A, Whitefish, MT 59937
http://www.stackfinancialmanagement.com
By the Numbers
  • Total Assets Under Management
    1,136
    MILLION
  • Total Number of Accounts
    1,316
    ACCOUNTS
  • Average Account Value
    $863,137
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, LA, MA, MD, 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 - 8 of 8 top financial advisors.
1
Annell Danczyk, financial advisor Whitefish MT
Annell M. Danczyk
CRD#: 5470520
2472 Birch Glen, Suite A, Whitefish, MT 59937
96
Wealthminder
score

Annell Danczyk (CRD# 5470520) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 10 years of experience in the finance industry.

2
Zach Jonson, financial advisor Whitefish MT
Zach Jonson
CRD#: 4639862
2472 Birch Glen, Suite A, Whitefish, MT 59937
96
Wealthminder
score

Zach Jonson (CRD# 4639862) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 9 years of experience in the finance industry.

3
Catherine Hetrick, financial advisor Whitefish MT
Catherine M. Hetrick
CRD#: 4361522
2472 Birch Glen, Suite A, Whitefish, MT 59937
93
Wealthminder
score

Catherine Hetrick (CRD# 4361522) 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.

4
James Stack, financial advisor Whitefish MT
James B. Stack
CRD#: 2458324
2472 Birch Glen, Suite A, Whitefish, MT 59937
93
Wealthminder
score

James Stack (CRD# 2458324) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 24 years of experience in the finance industry.

5
Lisa Stack, financial advisor Whitefish MT
Lisa A. Stack
CRD#: 2458316
2472 Birch Glen, Suite A, Whitefish, MT 59937
93
Wealthminder
score

Lisa Stack (CRD# 2458316) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 24 years of experience in the finance industry.

6
Joseph Laszewski, financial advisor Whitefish MT
Joseph M. Laszewski
CRD#: 6697828
2472 Birch Glen, Suite A, Whitefish, MT 59937
91
Wealthminder
score

Joseph Laszewski (CRD# 6697828) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has 1 year of experience in the finance industry.

7
Brian Lazorishak, financial advisor Whitefish MT
Brian J. Lazorishak
CRD#: 4342697
2472 Birch Glen, Suite A, Whitefish, MT 59937
90
Wealthminder
score

Brian Lazorishak (CRD# 4342697) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has 1 year of experience in the finance industry.

8
Aimee Weller, financial advisor Whitefish MT
Aimee S. Weller
CRD#: 6200399
2472 Birch Glen, Suite A, Whitefish, MT 59937
90
Wealthminder
score

Aimee Weller (CRD# 6200399) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals