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Catherine Marie Hetrick

Stack Financial Management Inc

Whitefish, MT

CRD 4361522

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Employer firm

Stack Financial Management Inc CRD 106785

$1.99B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Stack Financial Management Inc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
Stack Financial Management Inc. Whitefish MT 10/1999 Present
Exams
CodeExamDate
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

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
D.A. DAVIDSON & CO.

Nearby Investors

Benjamin Sansaver
Daniel D Short
V J CARBO

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WHITEFISH, MT
EDWARD JONES · WHITEFISH, MT
D.A. DAVIDSON & CO. · Whitefish, MT

More in Whitefish, MT

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