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Stack Financial Management
625 Wisconsin Avenue
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
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Forms & Disclosures

ADV Part II Brochure

Privacy Policy

SFM Account Application
Prior to completing the SFM Account Application, please review our ADV Part II and Privacy Policy by clicking on the links above.

Asset Protection with Schwab

Please review Important Disclosure Information

Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.