James Bryan Stack
Professional Summary
James Bryan Stack, who also goes by James Stack, Jim Stack, is a registered financial advisor currently at STACK FINANCIAL MANAGEMENT INC located in Whitefish, Montana. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. James has worked at 1 firm and has passed the Series 65 and Series 2 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Estate & Legacy Planning
- Financial Planning
Biography
Stack Financial Management (SFM) is a nationally recognized RIA, with roots dating back to 1994. We currently serve families in 48 states through our office in Whitefish, Montana. The mission of Stack Financial Management is to provide “safety-first” investment management for the equity portion of a client’s portfolio while providing an unmatched and personal service experience. Our ultimate goal is to give our clients increased peace of mind knowing that their assets are managed in...
Other Aliases
James Stack, Jim Stack
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
STACK FINANCIAL MANAGEMENT INC
Contact Information
Main Address
625 Wisconsin Avenue, Whitefish, MT 59937-2129Phone Number
(406) 862-8000# of Employees
14SEC notice filing (41 States and Territories)
Registered to provide investment advisory services in 41 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,524AUM (Assets Under Management)
$1,992,243,735Similar Advisors
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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.
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Primary Firm SEC Registration
STACK FINANCIAL MANAGEMENT INC
State Registrations and Notice Filings
(5/5/1994)
(1/5/1995)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Nov 1994Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view James Bryan Stack's CRS (Customer Relationship Summary).
Services Offered by James
- Investment Management
- Estate & Legacy Planning
- Financial Planning
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