Annell
Danczyk
Stack Financial Management Inc
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About this Advisor
Annell Danczyk is a financial advisor based in Whitefish, Montana, working with Stack Financial Management Inc. Annell has previously held a position at Stack Financial Management. Annell has passed the Series 65 regulatory exam and is registered to provide services in Montana and Texas. Currently, Annell is part of Stack Financial Management Inc, which operates out of Whitefish, Montana. The firm has 16 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Stack Financial Management Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stack Financial Management Inc Brokerage Details
$1,797,664,736
16
1,529
$1,175,713
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Annell Danczyk Work History
Stack Financial Management
Disclosures
Please visit the SEC profile of Annell Danczyk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stack Financial Management Inc
Whitefish, MT
Whitefish, MT
Whitefish, MT
Whitefish, MT
Whitefish, MT
Whitefish, MT
Whitefish, MT
Whitefish, MT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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