Joseph Laszewski
Stack Financial Management · Whitefish, Montana
Joseph Laszewski is a fee-only financial advisor at Stack Financial Management in Whitefish, Montana, who holds the CFA credential. Joseph charges a percentage of assets (0.75%–1.2% a year of assets managed and a $750,000 asset minimum).
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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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MT, TX · CRD 6697828 |
| Exams passed | Series 65 (2016) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.stackfinancialmanagement.com |
How Joseph'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).
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Questions about Joseph
Is Joseph Laszewski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph charges a percentage of assets.
How much does Joseph 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 Joseph Laszewski based?
Joseph Laszewski is based in Whitefish, Montana.
What credentials does Joseph Laszewski hold?
Joseph Laszewski holds the CFA credential.
Is Joseph Laszewski registered with the SEC?
Yes. Joseph Laszewski is registered as an investment adviser representative in MT and TX (CRD 6697828), 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 Joseph Laszewski?
Through Joseph'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.
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