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625 Wisconsin Avenue, Whitefish, MT 59937-2129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1995-01-05 |
| MT | RA | APPROVED | 1994-05-05 |
Branch Locations
625 Wisconsin Avenue, Whitefish, MT 59937-2129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investech Research | Whitefish | MT | 11/1979 | Present |
| Stack Financial Management Inc | Whitefish | MT | 01/1994 | Present |
JAMES BRYAN STACK IS THE FOUNDER AND OWNER OF INVESTECH RESEARCH, LLC. THE FIRM, WHICH HE STARTED IN NOVEMBER 1979, IS LOCATED AT 625 WISCONSIN AVE, WHITEFISH, MONTANA. INVESTECH RESEARCH CONDUCTS STOCK MARKET RESEARCH AND PUBLISHES A GENERAL CIRCULATION INVESTMENT NEWSLETTER AND WEBSITE KNOWN AS "INVESTECH RESEARCH." AS OWNER AND PRESIDENT OF INVESTECH RESEARCH, MR. STACK DIRECTS AND PARTICIPATES IN ALL PHASES OF THE BUSINESS, INCLUDING STOCK MARKET RESEARCH, WRITING AND PUBLIC SPEAKING. HE SPENDS APPROXIMATELY 80 TO 90 HOURS EACH MONTH IN HIS ENDEAVORS WITH THE FIRM. APPROXIMATELY 50 HOURS/MONTH ARE DURING SECURITIES TRADING HOURS. MR. STACK IS ALSO THE CO-OWNER OF LAST BEST PLACE INVESTMENTS, LLC (LBPI). THE COMPANY WAS FORMED IN DECEMBER 2016 AND IS LOCATED AT 2472 BIRCH GLEN, WHITEFISH, MONTANA. LBPI IS THE OWNER OF AN OFFICE BUILDING IN WHITEFISH, MONTANA THAT IS LEASED BY STACK FINANCIAL MANAGEMENT, INC. LBPI IS NOT AN INVESTMENT-RELATED COMPANY. AS CO-OWNER OF LBPI, MR. STACK IS ACTIVELY INVOLVED IN ALL ASPECTS OF THIS BUSINESS, INCLUDING MANAGEMENT OF THE REAL ESTATE PROPERTY. HE DEVOTES APPROXIMATELY 1 HOUR/MONTH OF HIS TIME TO THE COMPANY DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-14 |
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