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Stack Financial Management Inc.

Headquartered in WHITEFISH, MT

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Firm Information

Stack Financial Management Inc., headquartered in WHITEFISH, MT, is an investment advisor with a focus on financial planning, portfolio management for individuals and businesses, and educational seminars. The firm manages over $1.79 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. With a team of 10 investment advisor representatives, Stack Financial Management Inc. provides tailored financial solutions designed to meet the unique needs of its clients.

Stack Financial Management Inc.

625 WISCONSIN AVENUE

WHITEFISH, MT 59937-2129

$1.80B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

STACK FINANCIAL MANAGEMENT INC. has a total of 1 branch locations across the country.
location

WHITEFISH, MT

Advisors at Stack Financial Management Inc.

View All 10 Advisors
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James Bryan Stack

RA

WHITEFISH, MT

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Lisa Ann Stack

RA

WHITEFISH, MT

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Jeanine Lynette Morreim

RA

WHITEFISH, MT

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Catherine Marie Hetrick

RA

WHITEFISH, MT

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Annell Mckee Danczyk

CFA®, RA

WHITEFISH, MT

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Zach Jonson

CFA®, RA

WHITEFISH, MT

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Aimee Schreiber Weller

RA

WHITEFISH, MT

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Hannah Elizabeth Ahmed

CFP®, RA

WHITEFISH, MT

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Disclosures

There are no public disclosures for Stack Financial Management Inc..

Frequently Asked Questions (5)

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