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625 Wisconsin Avenue, Whitefish, MT 59937-2129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2013-06-19 |
| TX | RA | APPROVED_RES | 2013-06-11 |
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 |
|---|---|---|---|---|
| Stack Financial Management, Inc. | Whitefish | MT | 07/2008 | Present |
AIMEE WELLER IS A MEMBER OF SFM LEGACY, LLC, WHICH IS LOCATED AT 625 WISCONSIN AVE, WHITEFISH, MONTANA. SFM LEGACY, LLC WAS ESTABLISHED TO ENSURE THE INTERNAL SUCCESSION OF STACK FINANCIAL MANAGEMENT. SFM LEGACY, LLC IS NOT AN INVESTMENT-RELATED BUSINESS. MS. WELLER BECAME A NON-MANAGING MEMBER OF THE LLC IN APRIL 2024 AND SHE DEVOTES APPROXIMATELY 1 HOUR/MONTH OF HER TIME TO THE BUSINESS, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-17 |
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