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Lawrence Alan Stack

Stack Wealth Management, LLC

Perry, GA

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Current Employers
Stack Wealth Management, Llc

Perry, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-23
  • GA RA
    APPROVED
    Since 2026-03-23

Branch Locations

Perry, GA • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Stack Wealth Management, Llc Perry GA 06/2016 Present
Previous Registrations
  • 2016-09-15 → 2025-12-31
    Perry, GA
  • 2016-04-22 → 2016-07-26
    Suwanee, GA
  • 2011-06-17 → 2015-10-09
    Questar Asset Management, Inc.
    Minneapolis, MN
    Morgan Hill, CA
  • 2007-11-15 → 2011-06-29
    Woodbury Financial Services, Inc.
    Morgan Hill, CA
    Roseville, CA
    Morgan Hill, CA
Other Businesses

(1) AV DOCTOR, LLC. 596 CARL VINSON PKWY, WARNER ROBINS, GA 31088. NATURE OF BUSINESS: HVAC. TITLE: MEMBER. START: 05/01/2023. HOURS/MONTH: 30-40. HOURS DURING SECURITIES TRADING HOURS: ZERO. DUTIES: RECORDKEEPING. (2) INDEPENDENT INSURANCE AGENT. NATURE: SALES AND SERVICE. INVESTMENT RELATED: YES. NUMBER OF HOURS: 2. SECURITIES TRADING HOURS: 0. START DATE: 06/16/2011. DESCRIPTION: OFFERING LIFE insurance PRODUCTS and annuities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-02
S63 Uniform Securities Agent State Law Examination 1995-03-02
  • S65 Uniform Investment Adviser Law Examination
    2007-11-02
  • S63 Uniform Securities Agent State Law Examination
    1995-03-02
Other Names
  • Larry Stack

View on SEC IAPD

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