Stacie L. Brass

ACCEL WEALTH MANAGEMENT

Waverly, IA 50677

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CRD#: 2275932

Professional summary

Stacie Lynn Brass, AIF®, who also goes by Stacie Lynn Anderson, Stacie Lynn Anderson, Stacie Lynn Bunger, Stacie Lynn Brass, is a registered financial advisor currently at ACCEL WEALTH MANAGEMENT located in Waverly, Iowa and INTEGRITY ALLIANCE, 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 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacie Lynn Anderson | Stacie Lynn Anderson | Stacie Lynn Bunger | Stacie Lynn Brass

Other business activities

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.

1) INDEPENDENT INSURANCE AGENT, 301 Oak Ridge Circle, Waverly, IA, 3/1992 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2 HR/WK- 1/TRADING. 2) ACCEL WEALTH MANAGEMENT, 301 Oak Ridge Circle, Waverly, IA, 7/2016 AS OWNER/ADVISORY REP OF A RIA. INV REL - 30 HR/WK - 30/TRADING. 3) The Accel Group, LLC, 301 Oak Ridge Circle, Waverly, IA, 7/2013 Member of the Board of Managers - 10 HR/Month - 10/TRADING. 4) Accel Holdings, Inc; Investment Related; 301 Oak Ridge Circle, Waverly, IA, 50677; Parent Company; Secretary & Co-Owner; 12/2015; 10 hours per month; 0 hours during security hours. 5) Accel Holdings LLC; Investment related; 301 Oak Ridge Circle, Waverly, IA 50677; Owner Shareholder; Secretary of the Board and Executive VP; 01/02/2018; 10 hours per month; 10 hours during security hours. 6) Community Foundation of Northeast Iowa; Not Investment Related; 3117 Greenhill Circle, Cedar Falls, IA 50613; Non-profit Organization; Distribution Committee Member; 09/09/2025; 1 hour per month; 1 hour during security hours; Board Member. 7) Treyton Properties LLC, 301 Oak Ridge Circle, Waverly, IA, 11/206 Part Owner - 1/MO - 0/Trading. 8) First Insurance Services LLC; Not Investment Related; 602 Main St, Cedar Falls, IA 50613; DBA The Accel Group; Partner of Insurance Agency; 01/01/2013; 1 hour per month; 0 hours during security hours; DBA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacie Lynn Brass's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 16, 2017 - Present

ACCEL WEALTH MANAGEMENT

Office #1: 301 Oak Ridge Circle, Waverly, IA 50677

RIA

CRD#: 286201

Waverly, IA

Current

February 20, 2019 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 301 Oak Ridge Circle, Waverly, IA 50677Office #2: 100 East 2nd Street Ste 205, Cedar Falls, IA 50613Office #3: 5500 Fountains Drive Ne Ste 201, Cedar Rapids, IA 52411

RIA

CRD#: 139627

Waverly, IA

Past

June 30, 2016 - April 28, 2017

ACCEL WEALTH MANAGEMENT

RIA

CRD#: 284214

CEDAR FALLS, IA

Past

February 16, 2010 - September 30, 2016

RDA FINANCIAL NETWORK

RIA

CRD#: 147309

CEDAR FALLS, IA

Past

February 12, 2010 - February 28, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

CEDAR FALLS, IA

Past

August 6, 2003 - February 12, 2010

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

WATERLOO, IA

Past

July 31, 2003 - February 12, 2010

NATIONAL PLANNING CORPORATION

CRD#: 29604

WATERLOO, IA

Past

January 1, 1999 - February 22, 2011

NET WORTH ADVISORS

RIA

CRD#: 107596

WATERLOO, IA

Past

April 3, 1998 - August 4, 2003

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

January 31, 1995 - April 3, 1998

AEGON USA SECURITIES INC.

CRD#: 13302

CEDAR RAPIDS, IA

Past

October 28, 1992 - February 7, 1995

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Iowa
(1/16/2017)

Iowa
(2/20/2019)

Minnesota
(2/20/2019)

Texas
(2/20/2019)

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

State Security Law Exam

IAR

Series 66

Date: 4/11/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/26/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/13/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/26/1992

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

301 Oak Ridge Circle, Waverly, IA 50677

Mailing Address

Phone number

(319) 596-1101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 043025 (4/30/2025)

Regulatory assets under management

Total Number of Accounts	2,570
AUM (Assets Under Management)	$ 973,955,257

Red Flags

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Stacie L. Brass

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacie Lynn Brass's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

ACCEL WEALTH MANAGEMENT

RDA FINANCIAL NETWORK

CAMBRIDGE INVESTMENT RESEARCH, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

NET WORTH ADVISORS

WALNUT STREET SECURITIES, INC.

AEGON USA SECURITIES INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

ACCEL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2006

Series 63

Date: 10/26/1992

SIE

Date: 10/1/2018

Series 7

Date: 4/13/1995

Series 6

Date: 10/26/1992

FINRA

Current Firm

ACCEL WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCEL WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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