William Stack

William Stack Email and Phone Number

RICP® - Retirement Income Certified Professional at The American College @
William Stack's Location
Greater St. Louis, United States
About William Stack

William Stack is a RICP® - Retirement Income Certified Professional at The American College at Stack Financial Services LLC.

William Stack's Current Company Details
Stack Financial Services LLC

Stack Financial Services Llc

RICP® - Retirement Income Certified Professional at The American College
William Stack Work Experience Details
  • Stack Financial Services Llc
    Owner
    Stack Financial Services Llc Feb 1993 - Present
    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.
  • U.S. Bank
    Senior Financial Consultant
    U.S. Bank 1998 - 2000
    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.

William Stack Education Details

Frequently Asked Questions about William Stack

What company does William Stack work for?

William Stack works for Stack Financial Services Llc

What is William Stack's role at the current company?

William Stack's current role is RICP® - Retirement Income Certified Professional at The American College.

What schools did William Stack attend?

William Stack attended The American College, Jacksonville Theological Seminary, United States Military Academy At West Point, The American College Of Financial Services, Wagner Leadership Institute.

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