linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Bryan Stack

Stack Financial Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Bryan Stack

James Bryan Stack is a financial advisor who has been in the industry since 1979. James is registered with the state of Montana and Texas. James works at Stack Financial Management Inc. The firm manages over 1.7 billion dollars in assets and specializes in portfolio management for individuals and businesses, as well as financial planning and educational seminars. James also owns and operates Investech Research, LLC, a stock market research firm that publishes an investment newsletter and website.

Firm Information

James Stack is currently registered with Stack Financial Management Inc.. 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Stack’s Registration & Firm History

MT

01/05/1995 - Present

Stack Financial Management Inc. (WHITEFISH MT)

Not sure if James Bryan Stack is right for you?

Licenses & Designations

IA

Issued 01/14/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1994

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Bryan Stack.
Not sure if James Bryan Stack is right for you?