Stack Financial Management Inc.

Stack Financial Management Inc. (CRD# 106785) is a financial advisory firm headquartered in Whitefish, MT. They manage $1,095,076,187 in 1,308 accounts and serve the financial needs of clients across 32 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

1,095

MILLION
Total Number of Accounts

1,308

ACCOUNTS
Average Account Value

$837,214

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

Registered Investment Advisor

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, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Stack Financial Management Inc.

Showing 1 - 6 of 6 top financial advisors.

1

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 9 years of experience in the finance industry.

2

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.

3

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 23 years of experience in the finance industry.

4

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 23 years of experience in the finance industry.

5

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.

6

Aimee S. Weller

CRD#: 6200399

2472 Birch Glen, Suite A, Whitefish, MT 59937

89

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