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Dillon Manley

Stack Financial Management Inc

Whitefish, MT

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Current Employers
Stack Financial Management Inc

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-03-20
TX RA APPROVED 2025-03-18
  • MT RA
    APPROVED
    Since 2025-03-20
  • TX RA
    APPROVED
    Since 2025-03-18

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
Montana State University Bozeman MT 08/2016 06/2019
Wealthvest Marketing, Inc. Bozeman MT 06/2019 06/2021
The Leaders Group, Inc. Littleton CO 09/2019 06/2021
Fidelity Investments Greenwood Village CO 06/2021 02/2025
D.A. Davidson Student Investment Fund Bozeman MT 01/2019 08/2019
Stack Financial Management, Inc. Whitefish MT 03/2025 Present
  • 08/2016 → 06/2019
    Montana State University
    Bozeman, MT
  • 06/2019 → 06/2021
    Wealthvest Marketing, Inc.
    Bozeman, MT
  • 09/2019 → 06/2021
    The Leaders Group, Inc.
    Littleton, CO
  • 06/2021 → 02/2025
    Fidelity Investments
    Greenwood Village, CO
  • 01/2019 → 08/2019
    D.A. Davidson Student Investment Fund
    Bozeman, MT
  • 03/2025 → Present
    Stack Financial Management, Inc.
    Whitefish, MT
Previous Registrations
  • 2021-09-14 → 2025-03-03
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-27
S63 Uniform Securities Agent State Law Examination 2020-01-13
  • S66 Uniform Combined State Law Examination
    2021-08-27
  • S63 Uniform Securities Agent State Law Examination
    2020-01-13
Designations
Other Names
  • Dillon S Manley

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
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

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V J CARBO
SUE MESKIMEN
Caleb McCranie
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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