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Lisa Ann Stack

Secretary/Treasurer, Managing Partner, DirectorStack Financial Management IncCRD 2458316

About Lisa Ann Stack

Lisa Ann Stack is listed as Secretary/Treasurer, Managing Partner, Director at Stack Financial Management Inc in Whitefish, MT. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Stack Financial Management Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lisa Ann Stack work?

Lisa Ann Stack is listed as Secretary/Treasurer, Managing Partner, Director at Stack Financial Management Inc on SEC Form ADV.

How much of Stack Financial Management Inc does Lisa Ann Stack own?

Form ADV reports a beneficial ownership band of 5-10%.

Stack Financial Management Inc

TitleSecretary/Treasurer, Managing Partner, Director
Ownership5-10%
Control personYes
Since2020
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