LS
Lisa A. Stack
STACK FINANCIAL MANAGEMENT
Whitefish, MT 59937-2129
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CRD#: 2458316
LS
Professional summary
Lisa Ann Stack, who also goes by Lisa Ann Gorton, Lisa Gorton Stack, is a registered financial advisor currently at STACK FINANCIAL MANAGEMENT INC located in Whitefish, Montana.
Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lisa has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lisa Ann Gorton | Lisa Gorton Stack
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LISA ANN STACK IS THE CHIEF FINANCIAL OFFICER (CFO) FOR INVESTECH RESEARCH. THE FIRM IS LOCATED AT 625 WISCONSIN AVE, WHITEFISH, MT. INVESTECH RESEARCH CONDUCTS STOCK MARKET RESEARCH AND PUBLISHES A GENERAL CIRCULATION INVESTMENT NEWSLETTER AND WEBSITE KNOWN AS "INVESTECH RESEARCH." AS CFO, MRS. STACK MANAGES THE FIRM'S BUSINESS FINANCES, INCLUDING PAYROLL, BUDGETING AND BOOKKEEPING. SHE HAS OCCUPIED THIS POSITION SINCE JANUARY 1987 AND DEVOTES APPROXIMATELY 65 HRS/MO TO INVESTECH DURING SECURITIES TRADING HOURS. MRS. STACK IS ALSO THE CO-OWNER OF LAST BEST PLACE INVESTMENTS, LLC (LBPI). THE COMPANY WAS FORMED IN DECEMBER 2016 AND IS LOCATED AT 2472 BIRCH GLEN, WHITEFISH, MONTANA. LBPI IS THE OWNER OF AN OFFICE BUILDING IN WHITEFISH, MONTANA THAT IS LEASED BY STACK FINANCIAL MANAGEMENT, INC. LBPI IS NOT AN INVESTMENT-RELATED COMPANY. AS CO-OWNER OF LBPI, MRS. STACK IS ACTIVELY INVOLVED IN ALL ASPECTS OF THIS BUSINESS, INCLUDING MANAGEMENT OF THE REAL ESTATE PROPERTY. SHE DEVOTES APPROXIMATELY 1 HOUR/MONTH OF HER TIME TO THE COMPANY DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Ann Stack's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 7, 2010 - Present
STACK FINANCIAL MANAGEMENT INC
Office #1: 625 Wisconsin Avenue, Whitefish, MT 59937-2129RIA
CRD#: 106785
Whitefish, MT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
STACK FINANCIAL MANAGEMENT INC
STACK FINANCIAL MANAGEMENT INC
CRD#: 106785 / SEC#: 801-45724
RIA
Registered Investment Advisory firm - (2/15/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Montana(1/7/2010)
Current Firm
SF
STACK FINANCIAL MANAGEMENT INC
STACK FINANCIAL MANAGEMENT INC
CRD#: 106785 / SEC#: 801-45724
RIA
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Contact information
Main Address
625 Wisconsin Avenue, Whitefish, MT 59937-2129
Mailing Address
Phone number
(406) 862-8000
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (41 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,548 |
| AUM (Assets Under Management) | $ 1,895,347,687 |
Red Flags
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Company Information
STACK FINANCIAL MANAGEMENT INC
CRD#: 106785Whitefish, MT 59937-2129TRUST BUT VERIFY
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