Meredith Stolte (CRD# 7792993) is an Investment Advisor Representative working at Stack Financial Management Inc. in Whitefish, MT and has 1 year of experience in the finance industry.
CRD# 2441038
Cetera Investment Advisers LLC
CRD# 4814419
D.a. Davidson & Company
CRD# 2582731
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Stack Financial Management, Inc. | Whitefish, MT | Dec 2020 - Current | 3 |
Glacier International Lodge | Kalispell, MT | Jun 2020 - Oct 2020 | < 1 |
Explo | New Haven, CT | Jun 2017 - Aug 2020 | 3 |
Northfield Union Of Youth | Northfield, MN | Jun 2019 - Jun 2020 | 1 |
St. Olaf College | Northfield, MN | Sep 2015 - Jun 2019 | 3 |
Three Forks Grille | Columbia Falls, MT | Jun 2015 - Aug 2015 | < 1 |
Station 8 Antiques | Columbia Falls, MT | Feb 2015 - Aug 2015 | < 1 |
Columbia Falls High School | Columbia Falls, MT | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- MT
- TX
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Total Assets Under Management1,798MILLIONS
-
Total Number of Accounts1,529ACCOUNTS
-
Average Account Value$1,175,713
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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