Stacey L. Cheek

WHEELHOUSE ADVISORY GROUP

St. Louis, MO 63127

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CRD#: 3159204

Professional summary

Stacey Leigh Cheek is a registered financial advisor currently at WHEELHOUSE ADVISORY GROUP, LLC located in St. Louis, Missouri.

Stacey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Stacey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Member of Design Resources, LLC non-investment related, Graphic Design company owned 50/50 with spouse zero hours devoted to this business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Leigh Cheek'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®

None

Experience

Current

February 26, 2021 - Present

WHEELHOUSE ADVISORY GROUP, LLC

Office #1: 12250 Weber Hill Road Suite 305, St. Louis, MO 63127

RIA

CRD#: 312806

St. Louis, MO

Past

June 23, 2017 - February 26, 2021

DUNCAN FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 150849

FENTON, MO

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".

WHEELHOUSE ADVISORY GROUP, LLC

CRD#: 312806 / SEC#: 801-125869

RIA

Registered Investment Advisory firm - (6/9/2022 Approved)

Florida

Registered Investment Advisory firm - (6/20/2022 Terminated)

Illinois

Registered Investment Advisory firm - (6/20/2022 Terminated)

Missouri

Registered Investment Advisory firm - (6/20/2022 Terminated)

Texas

Registered Investment Advisory firm - (6/20/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(4/2/2021)

IAR

Missouri
(2/26/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/23/2017

Uniform Investment Adviser Law Examination

Current Firm

WHEELHOUSE ADVISORY GROUP, LLC

CRD#: 312806 / SEC#: 801-125869

RIA

Registered Investment Advisory firm - (6/9/2022 Approved)

Florida

Registered Investment Advisory firm - (6/20/2022 Terminated)

Illinois

Registered Investment Advisory firm - (6/20/2022 Terminated)

Missouri

Registered Investment Advisory firm - (6/20/2022 Terminated)

Texas

Registered Investment Advisory firm - (6/20/2022 Terminated)

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Contact information

Main Address

12250 Weber Hill Road Suite 305, St. Louis, MO 63127

Mailing Address

Phone number

(636) 400-7889

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2B 3.14.25 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	1,601
AUM (Assets Under Management)	$ 271,635,642

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.

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Stacey L. Cheek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Leigh Cheek's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHEELHOUSE ADVISORY GROUP, LLC

DUNCAN FINANCIAL MANAGEMENT, INC.

Primary Firm SEC Registration

WHEELHOUSE ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/2017

Current Firm

WHEELHOUSE ADVISORY GROUP, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WHEELHOUSE ADVISORY GROUP, LLC

TRUST BUT VERIFY

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