Morgan Stanley
47yrs
Top advisor by experience in Colorado
24yrs
Robert Stack is a fiduciary financial advisor in Greenwood Village, Colorado, with 24 years in the industry. Robert joined Wells Fargo Advisors in 2023, after seven years at Thornburg Investment Management and less than a year at AST Investment Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 18% by experience in Greenwood Village
Office5613 DTC Parkway Suite 1000, Greenwood Village, CO 80111
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Career
- 2023 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2008 – 2016Thornburg Investment Management Inc.Previously
- Apr 2008 – Oct 2008AST Investment Services, Inc.Previously
- Aug 2007 – May 2008Thornburg Investment Management Inc.Previously
- Jun 2006 – Jul 2007AST Investment Services, Inc.Previously
Contact Robert
Local office(303) 850-7900Ask for Robert. (314) 875-3000Main office · St. Louis, MO 5613 DTC Parkway Suite 1000Greenwood Village, CO 80111Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Robert
How do I contact Robert?
Call Robert’s local office at (303) 850-7900 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Stack.
How long has Robert been a financial advisor?
Robert has been in the industry since 2002, about 24 years. Top 18% by experience in Greenwood Village.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert 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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