Unclaimed Profile

Stacie Lynn Brass

ACCEL WEALTH MANAGEMENT LLC·WAVERLY, Iowa

SIE, Series 6, Series 7, Series 63, Series 66Clean record27 years registeredACCEL WEALTH MANAGEMENT LLC

301 OAK RIDGE CIRCLE, WAVERLY, IA 50677CRD# 2275932Firm CRD# 286201

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stacie Lynn Brass · WAVERLY, IA

Registration

CRD #2275932 · ACCEL WEALTH MANAGEMENT LLC · 27 years registered

Brand Profile

Not yet started

Career History

ACCEL WEALTH MANAGEMENT

Jan 2017 – present

ACCEL WEALTH MANAGEMENT

Jun 2016 – Apr 2017

CEDAR FALLS, IA

RDA FINANCIAL NETWORK

Feb 2010 – Sep 2016

CEDAR FALLS, IA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Aug 2003 – Feb 2010

WATERLOO, IA

NETWORTH ADVISORS

Jan 1999 – Feb 2011

WATERLOO, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCEL WEALTH MANAGEMENT LLC

CRD 286201 · SEC 801-108814

AUM

$947M

Regulatory assets under management

Employees

2,140 client accounts

Services offered by ACCEL WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ACCEL WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Stacie Lynn Brass offer?

Stacie Lynn Brass specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAVERLY, Iowa for a consultation.

What are Stacie Lynn Brass's credentials?

Stacie Lynn Brass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacie Lynn Brass located?

Stacie Lynn Brass is based in WAVERLY, Iowa, working with ACCEL WEALTH MANAGEMENT LLC. Their office serves clients in the WAVERLY metropolitan area and surrounding communities.

How does Stacie Lynn Brass charge for services?

Stacie Lynn Brass's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCEL WEALTH MANAGEMENT LLC?

ACCEL WEALTH MANAGEMENT LLC has approximately 20 employees and manages $947M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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