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Jeanine Lynette Morreim

Stack Financial Management Inc.

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About Jeanine Lynette Morreim

Jeanine Lynette Morreim is a financial advisor associated with Stack Financial Management Inc. Jeanine Morreim is registered with the states of Montana and Texas. Jeanine Morreim has passed the Series 65 Uniform Investment Adviser Law Examination. Jeanine Morreim is a member of SFM Legacy, LLC. SFM Legacy, LLC is not an investment-related business. Jeanine Morreim became a non-managing member of the LLC in September 2022 and devotes approximately 1 hour/month of her time to the business, none of which are during securities trading hours.

Firm Information

Jeanine Morreim 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.

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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.

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Jeanine Morreim’s Registration & Firm History

MT

02/01/2021 - Present

Stack Financial Management Inc. (WHITEFISH MT)

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Licenses & Designations

IA

Issued 02/01/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeanine Lynette Morreim.
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