# STACK FINANCIAL MANAGEMENT INC

STACK FINANCIAL MANAGEMENT INC of WHITEFISH, MT is an SEC-registered investment adviser.

## Registration

- CRD: 106785
- Type: SEC-registered investment adviser
- SEC file number: 801-45724
- Location: 625 WISCONSIN AVENUE, WHITEFISH, MT, 59937-2129
- Phone: 406-862-8000
- Latest filing: 2026-03-18
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Clients: 14
- Accounts: 1,524

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| James Bryan Stack | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | — |
| Lisa Ann Stack | SECRETARY/TREASURER, MANAGING PARTNER, DIRECTOR | — |
| Catherine Marie Hetrick | MANAGING PARTNER; MANAGING PARTNER, DIRECTOR | — |
| Kent Millard Jones | CHIEF FINANCIAL OFFICER | — |
| Annell Mckee Danczyk | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, DIRECTOR | — |
| Joseph Michael Laszewski | SENIOR PORTFOLIO MANAGER | — |
| Zach Jonson | CHIEF INVESTMENT OFFICER; VICE PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR | — |
| Jeanine Lynette Morreim | CHIEF COMPLIANCE OFFICER | — |
| STACK JAMES BRYAN | PRESIDENT; PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR; PRESIDENT, DIRECTOR | — |
| STACK LISA ANN | CHIEF FINANCIAL OFFICER, DIRECTOR; CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR; DIRECTOR (+3 more) | — |
| HETRICK CATHERINE MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CORPORATE SECRETARY; DIRECTOR (+4 more) | — |
| STACK LISA | DIRECTOR | — |
| FALKNER NANCY DENISE | DIRECTOR, DIRECTOR OF OPERATIONS; VICE PRESIDENT AND DIRECTOR OF OPERATIONS, DIRECTOR; VICE PRESIDENT, DIRECTOR | — |
| Jones Kent Millard | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER, DIRECTOR OF FINANCE | — |
| DANCZYK ANNELL MCKEE | SENIOR PORTFOLIO MANAGER, DIRECTOR OF ADVISORY SERVICES, DIRECTOR; VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, DIRECTOR | — |
| LASZEWSKI JOSEPH MICHAEL | SENIOR PORTFOLIO MANAGER | — |
| JONSON ZACH | CHIEF INVESTMENT OFFICER | — |
| MORREIM JEANINE LYNETTE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106785/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106785/similar
- Related entities: https://search.stillhousedata.com/firm/106785/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106785

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.