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Stacie J'ann Zapfel

CENTRIC WEALTH MANAGEMENT, LLC·CHICAGO, Illinois
SIE, Series 6, Series 7, Series 7TO, Series 63, Series 65, Series 66Clean record10 years registeredCENTRIC WEALTH MANAGEMENT, LLC
333 W. WACKER DRIVE, CHICAGO, IL 60606CRD# 4313709Firm CRD# 133877

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stacie J'ann Zapfel · CHICAGO, IL
Registration
CRD #4313709 · CENTRIC WEALTH MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CENTRIC WEALTH MANAGEMENT, LLC
Jul 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 7TO
Series 63
Series 65
Series 66
Registration record
First registered · July 28, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CENTRIC WEALTH MANAGEMENT, LLC
CRD 133877 · SEC 801-63837
AUM
$659M
Regulatory assets under management
Employees
11
1,428 client accounts
Services offered by CENTRIC WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CENTRIC WEALTH MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Stacie J'ann Zapfel offer?
Stacie J'ann Zapfel specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Stacie J'ann Zapfel's credentials?
Stacie J'ann Zapfel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacie J'ann Zapfel located?
Stacie J'ann Zapfel is based in CHICAGO, Illinois, working with CENTRIC WEALTH MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Stacie J'ann Zapfel charge for services?
Stacie J'ann Zapfel's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTRIC WEALTH MANAGEMENT, LLC?
CENTRIC WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $659M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CENTRIC WEALTH MANAGEMENT, LLC

Virgil John Rutili
CHICAGO, IL
CFP

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