Susan H Stack

Current Employers

Employment History

• 07/2004 → 11/2016
  Lincoln National Life Ins Co
  Fort Wayne, IN
• 11/2016 → Present
  United Planners Financial Services Of America
  Scottsdale, AZ
• 12/2016 → 11/2022
  Tcp Asset Management
  Columbus, OH
• 12/2016 → 11/2022
  Trendency Capital Partners
  Louisville, KY
• 07/2006 → 09/2021
  Dundee Terrance Condominiums
  Louisville, KY
• 08/2017 → Present
  Stack Financial Services
  Louisville, KY
• 07/2021 → Present
  533 Lake Front Road Leitchfield, Ky 42754
  Leitchfield, KY
• 01/2017 → 11/2022
  Tcp Asset Management
  Louisville, KY
• 11/2022 → Present
  Lpl Financial Llc
  Louisville, KY

Previous Registrations

• 2017-01-19 → 2022-11-29
  Tcp Asset Management, Llc
  Louisville, KY
  Upper Arlington, OH
  Louisville, KY
• 2017-01-03 → 2018-01-17
  United Planners' Financial Services Of America A Limited Partner
  Dublin, OH
  Upper Arlington, OH
  Louisville, KY
  Scottsdale, AZ

Other Businesses

1) 11/16/2022 - VRBO - Real Estate Listing - Real Estate Rental - owner - 533 LAKE FRONT ROAD LEITCHFIELD, KY 42754 - Investment related - 3 hours per month - Start date: 7/3/2021. 2) 11/16/2022 - Stack Financial Services - Business Entity For Tax/Investment Purposes Only- Owner - Louisville, KY 40207 - Not Investment related - Start date: 1/1/2017. 3) 11/23/2022 - Stack Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/28/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 4) 04/14/2026 - Stack Restore and More/DBA Restoration 1 - Business Owner - Not Investment Related - Louisville, KY - Start Date 03/02/2026 - 0 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-09
• S63 Uniform Securities Agent State Law Examination
  2004-06-18

Other Names

• Susan Hill
• Susan Mccord Hill
• Susan Stack
• Susan Hill Stack