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
| Title | Secretary/Treasurer, Managing Partner, Director |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2020 |