Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ann Stack is a registered investment advisor representative with Stack Financial Management Inc. in WHITEFISH, MT. Lisa Ann Stack is active in the state of Montana. Lisa Ann Stack has been in the industry since January 1994. Lisa Ann Stack has passed the Uniform Investment Adviser Law Examination. Lisa Ann Stack's firm, Stack Financial Management Inc. has 10 investment advisor representatives, 8 investment advisory functions and 0 licensed agents. Stack Financial Management Inc. manages assets for individuals, corporations, charitable organizations, and pension and profit-sharing plans. Stack Financial Management Inc. provides financial planning, educational seminars and portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
MT
01/07/2010 - Present
Stack Financial Management Inc. (WHITEFISH MT)
IA
Issued 01/14/1994
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Lisa Stack is the right advisor for you? Invested Better is here to help.
