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).
-
Total Assets Under Management1,136MILLION
-
Total Number of Accounts1,316ACCOUNTS
-
Average Account Value$863,137
- A percentage of assets under your management
- 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, 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
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.
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.
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.
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.
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.
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.
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.
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.