Stacey A. Willenbring

WEST STATE WEALTH MANAGEMENT GROUP

DUBUQUE, IA 52003

CRD#: 4982653

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Professional summary

Stacey Ann Willenbring is a registered financial advisor currently at WEST STATE WEALTH MANAGEMENT GROUP, LLC located in Dubuque, Iowa.

Stacey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Stacey has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Ann Willenbring'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

June 24, 2026 - Present

WEST STATE WEALTH MANAGEMENT GROUP, LLC

Office #1: 6601 Boulder Brook Court, Dubuque, IA 52003

RIA

CRD#: 342692

DUBUQUE, IA

Past

June 19, 2017 - June 29, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Dubuque, IA

Past

November 15, 2016 - June 29, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Dubuque, IA

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

Iowa
(6/24/2026)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/17/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2016

General Securities Representative Examination

Current Firm

WEST STATE WEALTH MANAGEMENT GROUP, LLC

CRD#: 342692 / SEC#: 801-136461

RIA

Registered Investment Advisory firm - (6/10/2026 120-Day Approval)

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Contact information

Main Address

7 West State Street Suite 100, Sharon, PA 16146

Mailing Address

Phone number

(971) 371-3450

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A DISCLOSURE BROCHURE - WEST STATE WEALTH MANAGEMENT GROUP, LLC (5/11/2026)

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 A. Willenbring

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Ann Willenbring's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEST STATE WEALTH MANAGEMENT GROUP, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/17/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/15/2016

Current Firm

WEST STATE WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

WEST STATE WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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