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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-28 |
Branch Locations
123 W 4Th St, Salem, MO 65560 • United States
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salem Full Gospel Church | Salem | MO | 09/2000 | Present |
| Stack Financial Services | Salem | MO | 01/2001 | Present |
| H&R Block Business Services | Salem | MO | 02/2010 | Present |
| American Elite Advisory | Dallas | TX | 08/2022 | Present |
I am the owner of Stack Financial Services LLC (est 1993) located at 123 W 4th Street, Salem MO 65560. Am an agent offering fixed insurance products (MYGA, Fixed Indexed, SPIA). Also offer occasional commentary/sales as precious metals analyst via written articles and/or short videos, found here: https://www.usgoldbureau.com/news/author/bill-stack. Published author of "The 7.0% Solution" (book available on Amazon). Also serve as payroll services supervisor for local family-owned accounting firm and H&R Block franchise office located at 123 W 4th Street, Salem MO 65560.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-21 |
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