# STALT FINANCIAL

STALT FINANCIAL is a RIA based in Troy, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Troy, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://staltfinancial.com

## Regulatory record

- **CRD number:** 330522
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330522

## About

Stalt Financial, LLC is a Registered Investment Advisor and independent RIA firm whose advisors are licensed fiduciaries. The firm provides investments, insurance design, financial planning, and services for business owners, including retirement planning, special needs planning, and succession planning.

## People

- Catherine Toone — co-founder
- Dan Zech — co-founder
- Chris Ball — ChSNC, Co-Founder and Director of Special Needs Financial Planning

## Related profiles

- [STAK Inc.](https://altss.com/profile/stak-inc)
- [Standard Bank of South Africa](https://altss.com/profile/standard-bank-of-south-africa)

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Last updated: 2026-08-11T15:08:11.274Z

Canonical page: https://altss.com/profile/stalt-financial-llc

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