Investment adviser representative · Stack Financial Management Inc.
Aimee S. Weller
CRD 6200399 · Whitefish, MT
At a glance
Aimee S. Weller is an investment adviser representative with Stack Financial Management Inc. in Whitefish, MT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aimee’s SEC record dates to 2013, about 13 years ago.
Current advisory firm
- Stack Financial Management Inc.Since June 2013Whitefish, MT · $2.0B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Aimee’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.