SL
Stacy E. League
WELLTH ADVISORY SERVICES
Austin, TX 78759
Some features on this profile are disabled
CRD#: 4145700
SL
Professional summary
Stacy Elizabeth League, AIF®, who also goes by Stacy Elizabeth Lamnaouar, Stacy Elizabeth Welhouse, Stacy Elizabeth Wellhouse, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Austin, Texas and LPL FINANCIAL LLC located in Austin, Texas.
Stacy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Stacy has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stacy Elizabeth Lamnaouar | Stacy Elizabeth Welhouse | Stacy Elizabeth Wellhouse
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)10/15/2021 - STRATEGIC RETIREMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)10/15/2021 - PLANWISE RETIREMENT STRATEGIES - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 05/2017 - 2 Hr/Mth 3) 10/21/2021 - Global Retirement Partners - DBA: (Hybrid) Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/2021 - 175 Hours Per Month - Time Spent 99%. Termed 6/2024 4) 10/21/2021 - Global Retirement Partners - DBA: (Hybrid) SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10.2021 - 175 Hours Per Month - Time Spent 99%. Termed 6/2024 5) 12/30/2024 - Pretekt, LLC- Other - healthcare consulting, non-fiduciary role- Managing Director- Not Investment Related - 11211 Taylor Draper Lane, Ste 110, Austin, TX 78759- Start Date 10/16/2023- 8 hours per month/ 1 hour during trading 6) 05/08/2025 - WELLth Advisory Services, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:07/01/2024 - 160 Hrs/Mth - 6 Hrs During Trading.I provide investment advisory services through WELLth Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Stacy Elizabeth League's 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®
Experience
Current
June 28, 2024 - Present
WELLTH ADVISORY SERVICES, LLC
Office #1: 8200 N. Mopac Expressway, Ste 350, Austin, TX 78759RIA
CRD#: 330537
Austin, TX
Current
October 15, 2021 - Present
LPL FINANCIAL LLC
Office #1: 8200 N Mopac Expy, Ste 350, Austin, TX 78759RIA
BD
CRD#: 6413
AUSTIN, TX
Past
October 15, 2021 - October 15, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
Austin, TX
Past
October 15, 2021 - July 13, 2024
GLOBAL RETIREMENT PARTNERS LLC
RIA
CRD#: 172011
Austin, TX
Past
February 10, 2016 - October 18, 2021
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Austin, TX
Past
September 10, 2013 - October 18, 2021
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Austin, TX
Past
June 20, 2005 - October 1, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
AUSTIN, TX
Past
December 14, 2004 - June 6, 2005
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
Past
February 1, 2001 - October 29, 2002
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
July 5, 2000 - November 10, 2000
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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".
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC
CRD#: 330537 / SEC#: 801-130037
RIA
Registered Investment Advisory firm - (4/26/2024 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.RR
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
California(6/28/2024)
IAR
Louisiana(7/18/2024)
IAR
Mississippi(7/18/2024)
IAR
Oklahoma(6/28/2024)
RR
Texas(10/15/2021)
IAR
Texas(6/28/2024)
RR
Washington(11/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC
CRD#: 330537 / SEC#: 801-130037
RIA
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Contact information
Main Address
Shorewood, IL
Mailing Address
Phone number
(866) 777-4015
Established
Firm type
Fiscal year end
# of Employees
72
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,338 |
| AUM (Assets Under Management) | $ 23,574,040,155 |
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.
