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SB

Stacy L. Bechtel

EVERLAKE DISTRIBUTORS
Lincoln, NE 68508
CRD#: 5914899
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SB
Stacy Lee BechtelEVERLAKE DISTRIBUTORS

Professional summary


Stacy Lee Bechtel, who also goes by Stacy Lee Cookus, Stacy Lee Copley, is a registered financial professional currently at EVERLAKE DISTRIBUTORS, LLC located in Lincoln, Nebraska.

Stacy is registered as a RR (Registered Representative) and started their career in finance in 2011. Stacy has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stacy Lee Cookus | Stacy Lee Copley

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) - BD


Click below to view Stacy Lee Bechtel'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®
None

Experience


Current

June 1, 2026 - Present

EVERLAKE DISTRIBUTORS, LLC

Office #1: 115 Canopy Street Suite 401, Lincoln, NE 68508
BD
CRD#: 100460
Lincoln, NE
Past

November 11, 2022 - May 15, 2026

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

June 15, 2011 - October 25, 2021

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL

State Registrations and Notice Filings


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

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

RR
Nebraska
(6/1/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 10/11/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


ED
EVERLAKE DISTRIBUTORS, LLC
ALLSTATE DISTRIBUTORS, L.L.C. | EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460 / SEC#: , 8-52029

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062
Mailing Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062
Phone number
(847) 665-9930
Established
Delaware since 03/05/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
EVERLAKE LIFE INSURANCE COMPANYPARENT OF BROKER/DEALER
FONTANA, ANGELA KAYMANAGER6503740
HARRIGAN, JULIE ANNTREASURER, CONTROLLER AND FINOP7159150
JENESKE, PATRICK JOSEPHCHIEF COMPLIANCE OFFICER4293015
KENNEDY, REBECCA DIANEPRESIDENT AND MANAGER7364296
KIRCHHOFF, THERESE MARIEAML OFFICER4548686
LARGEY, TYLER EARL BAXTERCHAIRMAN OF THE BOARD AND MANAGER7470407

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460Lincoln, NE 68508

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