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).

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 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
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 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 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 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 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 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 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.

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