Jeanine Morreim
Stack Financial Management · Whitefish, Montana
Jeanine Morreim is a fee-only financial advisor at Stack Financial Management in Whitefish, Montana. Jeanine charges a percentage of assets (0.75%–1.2% a year of assets managed and a $750,000 asset minimum).
Request an introduction to Jeanine →
Facts
| Firm | Stack Financial Management |
|---|---|
| Based in | Whitefish, Montana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75%–1.2% a year of assets managed · A $750,000 asset minimum |
| Assets under management | $1.99B across 1,524 accounts |
| SEC registration | Investment adviser representative in MT, TX · CRD 7326965 |
| Exams passed | Series 65 (2021) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.stackfinancialmanagement.com |
How Jeanine's firm compares
- Stack Financial Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,524 accounts).
Request an introduction to Jeanine
Tell Jeanine a little about what you're looking for. Jeanine isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeanine
Is Jeanine Morreim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeanine holds no broker registration, and Stack Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeanine charge for financial advice?
Jeanine charges a percentage of assets.
How much does Jeanine charge?
According to Stack Financial Management's website, checked October 30, 2026: 0.75%–1.2% a year of assets managed; a $750,000 asset minimum.
Where is Jeanine Morreim based?
Jeanine Morreim is based in Whitefish, Montana.
Is Jeanine Morreim registered with the SEC?
Yes. Jeanine Morreim is registered as an investment adviser representative in MT and TX (CRD 7326965), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stack Financial Management manage?
Stack Financial Management reports $1.99B across 1,524 accounts in assets under management.
How do I contact Jeanine Morreim?
Through Jeanine's website, www.stackfinancialmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stack Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.