Aimee S. Weller

STACK FINANCIAL MANAGEMENT

Whitefish, MT 59937-2129

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CRD#: 6200399

Professional summary

Aimee Schreiber Weller, who also goes by Aimee Christine Schreiber, is a registered financial advisor currently at STACK FINANCIAL MANAGEMENT INC located in Whitefish, Montana.

Aimee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Aimee has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aimee Christine Schreiber

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.

AIMEE WELLER IS A MEMBER OF SFM LEGACY, LLC, WHICH IS LOCATED AT 625 WISCONSIN AVE, WHITEFISH, MONTANA. SFM LEGACY, LLC WAS ESTABLISHED TO ENSURE THE INTERNAL SUCCESSION OF STACK FINANCIAL MANAGEMENT. SFM LEGACY, LLC IS NOT AN INVESTMENT-RELATED BUSINESS. MS. WELLER BECAME A NON-MANAGING MEMBER OF THE LLC IN APRIL 2024 AND SHE DEVOTES APPROXIMATELY 1 HOUR/MONTH OF HER TIME TO THE BUSINESS, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aimee Schreiber Weller's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 11, 2013 - Present

STACK FINANCIAL MANAGEMENT INC

Office #1: 625 Wisconsin Avenue, Whitefish, MT 59937-2129

RIA

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".

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
(6/19/2013)

IAR

Texas
(6/11/2013)

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

State Security Law Exam

IAR

Series 65

Date: 6/17/2013

Uniform Investment Adviser Law Examination

Current Firm

STACK FINANCIAL MANAGEMENT INC

CRD#: 106785 / SEC#: 801-45724

RIA

Registered Investment Advisory firm - (2/15/1994 Approved)

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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

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,548
AUM (Assets Under Management)	$ 1,895,347,687

Red Flags

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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Aimee S. Weller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aimee Schreiber Weller's CRS (Customer Relationship Summary).

Certified licenses

Experience

STACK FINANCIAL MANAGEMENT INC

Primary Firm SEC Registration

STACK FINANCIAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/2013

Current Firm

STACK FINANCIAL MANAGEMENT INC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STACK FINANCIAL MANAGEMENT INC

TRUST BUT VERIFY

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