Inactive

Catherine Marie Hetrick

Stack Financial Management Inc

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Current Employers

Stack Financial Management Inc

625 Wisconsin Avenue, Whitefish, MT 59937-2129 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2008-01-02
MT	RA	APPROVED	2004-06-03

TX RA
APPROVED_RES

Since 2008-01-02
MT RA
APPROVED

Since 2004-06-03

Branch Locations

625 Wisconsin Avenue, Whitefish, MT 59937-2129 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Stack Financial Management Inc.	Whitefish	MT	10/1999	Present

10/1999 → Present

Stack Financial Management Inc.

Whitefish, MT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-06-02

S65 Uniform Investment Adviser Law Examination

2004-06-02

Other Names

Cathy Hetrick
Catherine Marie Stack
Catherine Stack Hetrick

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

D.A. DAVIDSON & CO.

STATE FARM INVESTMENT MANAGEMENT CORP.

MAIN LINE RETIREMENT ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

KILTERHOWLING LLC

TWO BEAR CAPITAL OPERATIONS, LLC

Other Investors

Benjamin Sansaver

BRADLEY DAVID DARTEZ

TODD GRAHAM SYLVESTER

Jacob William Armstrong

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WHITEFISH, MT

EDWARD JONES · WHITEFISH, MT

D.A. DAVIDSON & CO. · Whitefish, MT

STATE FARM INVESTMENT MANAGEMENT CORP. · Whitefish, MT

MAIN LINE RETIREMENT ADVISORS, LLC · WHITEFISH, MT

EDWARD JONES · WHITEFISH, MT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Whitefish, MT

KILTERHOWLING LLC · Whitefish, MT

More in Whitefish, MT

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