William Stack
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William Stack Email & Phone Number

Owner at Stack Financial Services LLC
Location: Greater St. Louis, United States 2 work roles 5 schools
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Current company
Stack Financial Services LLC
Role
Owner
Location
Greater St. Louis, United States

Who is William Stack? Overview

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Quick answer

William Stack is listed as Owner at Stack Financial Services LLC, based in Greater St. Louis, United States. AeroLeads shows a matched LinkedIn profile for William Stack.

William Stack previously worked as Senior Financial Consultant at U.S. Bank. William Stack holds Ricp® - Retirement Income Certified Professional, Financial Planning And Services from The American College.

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About William Stack

William Stack is a Owner at Stack Financial Services LLC.

Current workplace

William Stack's current company

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Stack Financial Services LLC
Stack Financial Services Llc
Owner
2 roles · 29 years

William Stack work experience

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Owner

Current
Stack Financial Services Llc

United States

Owner of financial planning consulting firm, with offices in multiple locations. Oversees the development and implementation of investment and retirement income plans for individuals, families, non-profit organizations, and municipalities. Also the installation of various tax-qualified retirement plans (401K, Pension (DB), 403B, SEP, Simple, IRA, Etc). Asset protection allocation via alternative assets/precious metals, and insured annuity and market-linked FDIC Insured CD's. Establish lifelong income plans for retirees without a pension, or an insufficient one to meet their needs.

Feb 1993 - Present

Senior Financial Consultant

U.S. Bank

Midwest Region

Responsible for meeting with clients, developing financial plans and strategies, implementing said strategies, and supervising support personnel working with investments, at 7 bank branch locations. Grew assets under management from $1.8 Million to $26 Million during 2-yr tenure in this position.

1998 - 2000 ~2 yrs
5 education records

William Stack education

Ricp® - Retirement Income Certified Professional, Financial Planning And Services

The American College

Activities and Societies: Million Dollar Round Table (MDRT), Society of Certified Senior Advisors (SCSA) Association of Chartered Senior.

Master’S Degree, Theology, 4.0

Jacksonville Theological Seminary

Biblical Studies and Theology

Bachelor’S Degree, Civil Engineering

United States Military Academy At West Point

Activities and Societies: Varsity Football, Varsity 150-lb Football, West Point Full Gospel FellowshipCadet/student-athlete, and founding.

Doctor Of Practical Ministry (D.P.Min.), Divinity/Ministry

Wagner Leadership Institute

Theology/Ministry-related studies and practicum, Doctoral program.

FAQ

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What company does William Stack work for?

William Stack works for Stack Financial Services LLC.

What is William Stack's role at Stack Financial Services LLC?

William Stack is listed as Owner at Stack Financial Services LLC.

Where is William Stack based?

William Stack is based in Greater St. Louis, United States while working with Stack Financial Services LLC.

What companies has William Stack worked for?

William Stack has worked for Stack Financial Services Llc and U.S. Bank.

How can I contact William Stack?

You can use AeroLeads to view verified contact signals for William Stack at Stack Financial Services LLC, including work email, phone, and LinkedIn data when available.

What schools did William Stack attend?

William Stack holds Ricp® - Retirement Income Certified Professional, Financial Planning And Services from The American College.

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