Stacie Lynn Brass
AIF®Professional Summary
Stacie Lynn Brass, AIF®, who also goes by Stacie Lynn Anderson, Stacie Lynn Bunger, is a registered financial advisor currently at ACCEL WEALTH MANAGEMENT located in Waverly, Iowa and MMA SECURITIES LLC located in Waverly, Iowa. Stacie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Stacie has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stacie Lynn Brass, Stacie Lynn Anderson, Stacie Lynn Bunger
Similar Advisors
MOMENTUM WEALTH PLANNING
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MOMENTUM WEALTH PLANNING
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Similar Advisors
MOMENTUM WEALTH PLANNING
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
MOMENTUM WEALTH PLANNING
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
Credentials
Years of Experience
34 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
MOMENTUM WEALTH PLANNING
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
Current Firm
ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC
Contact Information
Main Address
301 Oak Ridge Circle, Waverly, IA 50677Phone Number
(319) 596-1101# of Employees
19SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,819AUM (Assets Under Management)
$1,147,752,700Similar Advisors
MOMENTUM WEALTH PLANNING
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
MOMENTUM WEALTH PLANNING
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(1/16/2017)
(10/14/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1992About the Series 6 examSRO Registrations
Similar Advisors
MOMENTUM WEALTH PLANNING
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Stacie Lynn Brass's CRS (Customer Relationship Summary).
Similar Advisors
MOMENTUM WEALTH PLANNING
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.