Stack Financial Management Inc

CRD 106785 · Whitefish, MT · $2.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 106785
SEC number: 801-45724
Firm type: RIA
Assets under management: $2.0B as of Mar 18, 2026
Website: www.linkedin.com/company/stack-financial-management ↗
Phone: 406-862-8000
Address: 625 Wisconsin Avenue, Whitefish, MT, 59937-2129

Advisors at this firm

10 in our index · page 1 of 1

Annell Mckee DanczykCRD 5470520 · Whitefish, MT

IA Registered
Benjamin Wallace HayesCRD 8248143 · Whitefish, MT

IA Registered
Catherine Marie HetrickCRD 4361522 · Whitefish, MT

IA Registered
Zach JonsonCRD 4639862 · Whitefish, MT

IA RegisteredRegistration inactive
Joseph Michael LaszewskiCRD 6697828 · Whitefish, MT

IA Registered
Dillon ManleyCRD 7183903 · Whitefish, MT

IA RegisteredRegistration inactive
Jeanine Lynette MorreimCRD 7326965 · Whitefish, MT

IA Registered
James Bryan StackCRD 2458324 · Whitefish, MT

IA Registered
Lisa Ann StackCRD 2458316 · Whitefish, MT

IA Registered
Aimee Schreiber WellerCRD 6200399 · Whitefish, MT

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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