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Secretary/treasurer, Managing Partner, Director · Stack Financial Management Inc

Lisa A. Stack

CRD 2458316 · Named on Form ADV at one SEC-registered adviser

At a glance

Stack Financial Management Inc, an SEC-registered wealth manager based in Whitefish, MT with $2.0 billion in regulatory assets, lists Lisa A. Stack on its Form ADV as Secretary/treasurer, Managing Partner, Director, a control person.

Firms and roles

AtlasMembers

Lisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Lisa on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.