Royal Palms Capital
44yrs
Top advisor by experience in Whitefish
33yrs
Based in Whitefish, Montana, Lisa Stack is a fiduciary financial advisor with 33 years of industry experience. Lisa has been with Stack Financial Management since 2010. Stack Financial Management offers financial planning, investment management, and educational workshops and is paid through a percentage of assets.
One of 51 advisors with offices in Whitefish, and one of 50 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 12% by experience in Montana
Office625 Wisconsin Avenue, Whitefish, MT 59937
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.37 million
Advisors at the firm10
States licensed ?1 state
Services through Stack Financial Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2010 – nowStack Financial Management Inc.Current firm
Contact Lisa
(406) 862-8000Stack Financial Management main office 625 Wisconsin AvenueWhitefish, MT 59937Office · Get directions LinkedIn pageStack Financial Management
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Questions to ask Lisa
Tailored to Lisa’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lisa
How do I contact Lisa?
Call Stack Financial Management at (406) 862-8000 and ask for Lisa Stack. Lisa works from the Whitefish, MT office.
How long has Lisa been a financial advisor?
Lisa has been in the industry since 1994, about 33 years. Top 12% by experience in Montana.
What licenses does Lisa hold?
Series 65. Tap any license on this page to see what it allows.
Is Lisa a fiduciary?
Lisa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lisa paid?
Stack Financial Management reports being paid by a percentage of the assets they manage. Ask Lisa for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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