James B. Stack
STACK FINANCIAL MANAGEMENT | President
Whitefish, MT 59937-2129
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CRD#: 2458324
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.
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 a disciplined and value conscious manner focused on risk management.
Jim’s overall focus is in guiding SFM toward continued long-term success. He mentors the multiple teams that comprise the fiber of this legacy company, and nurtures individual growth of every team member. Jim actively participates in the Portfolio Management function of the firm, helping to lead investment allocation decisions through his historical knowledge and experience.
Question & Answer
What are your service offerings?
Trading individual securities
Philanthropic services
Financial planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
750K
Are you a "fiduciary"?
Yes
Aliases
James Stack | Jim 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.
JAMES BRYAN STACK IS THE FOUNDER AND OWNER OF INVESTECH RESEARCH, LLC. THE FIRM, WHICH HE STARTED IN NOVEMBER 1979, IS LOCATED AT 625 WISCONSIN AVE, WHITEFISH, MONTANA. INVESTECH RESEARCH CONDUCTS STOCK MARKET RESEARCH AND PUBLISHES A GENERAL CIRCULATION INVESTMENT NEWSLETTER AND WEBSITE KNOWN AS "INVESTECH RESEARCH." AS OWNER AND PRESIDENT OF INVESTECH RESEARCH, MR. STACK DIRECTS AND PARTICIPATES IN ALL PHASES OF THE BUSINESS, INCLUDING STOCK MARKET RESEARCH, WRITING AND PUBLIC SPEAKING. HE SPENDS APPROXIMATELY 80 TO 90 HOURS EACH MONTH IN HIS ENDEAVORS WITH THE FIRM. APPROXIMATELY 50 HOURS/MONTH ARE DURING SECURITIES TRADING HOURS. MR. 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, MR. STACK IS ACTIVELY INVOLVED IN ALL ASPECTS OF THIS BUSINESS, INCLUDING MANAGEMENT OF THE REAL ESTATE PROPERTY. HE DEVOTES APPROXIMATELY 1 HOUR/MONTH OF HIS TIME TO THE COMPANY DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view James Bryan 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
May 5, 1994 - 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(5/5/1994)
IAR
Texas(1/5/1995)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 11/7/1994
Non-Member General Securities ExaminationCurrent Firm
SF
STACK FINANCIAL MANAGEMENT INC
STACK FINANCIAL MANAGEMENT INC
CRD#: 106785 / SEC#: 801-45724
RIA
Registered Investment Advisory firm - (2/15/1994 Approved)Upgrade to AdvisorCheck Premium
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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
PresidentCRD#: 106785Whitefish, MT 59937-2129TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
