Corey M. Stackhouse
STACKHOUSE ENTERPRISES
Sedalia, MO 65301
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CRD#: 6338216
Professional summary
Corey Michael Stackhouse, CFP®, who also goes by Corey M Stackhouse, is a registered financial advisor currently at STACKHOUSE ENTERPRISES located in Sedalia, Missouri.
Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Corey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Corey M Stackhouse
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) Stackhouse Insurance LLC. The Firm offers insurance services through Stackhouse Insurance LLC, founded in January of 2022. Products offered include Annuities, Life Insurance, Long Term Care, Homeowners Insurance, Auto Insurance, Umbrella Insurance, Commercial Property, Professional Liability, Flood Insurance, Medicare Supp, Medicare Advantage, Prescription Drug Plans, Short Term Health, Employer Group Coverages (Health, Life, LTC, Disability, & others), Travel Insurance, Pet Insurance, & any other services offered by an insurance agent. 2) Beacon; Investment related: No; Location: 1201 E Cesar Chaves St, Suite 2 Austin Texas 78702 USA; Description: I am NOT an employee of this business. I can be compensated for referrals to this company when the prospective client lists their company with them for sale & also at the time of sale if completed with them.; Position Title: Referral Payee; Responsibilities Duties: Refer business owners to this agency for listing & sale of businesses - I am NOT an employee of the business.; Start date: 2023-01-18; Hours per month during trading hours: 0; Hours per month outside trading hours: 4. 3) Stackhouse Tax Service, LLC; ADV Category: accountant & accounting firm; Is the business investment related: No; Location of the business: 516 S Ohio Ave Sedalia Missouri 65301 United States; Description of the business: Tax preparation and services. Book keeping in the future.; Position Title: Owner / Tax Preparer; Responsibilities Duties: Prepare tax returns for clients of Stackhouse Tax Service, LLC. ; Start date with business: 2024-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5; Will an IRS form for income earned be received: Yes.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
May 26, 2022 - Present
STACKHOUSE ENTERPRISES
Office #1: 516 S. Ohio Ave., Sedalia, MO 65301RIA
CRD#: 319391
Sedalia, MO
Past
July 11, 2018 - March 14, 2022
HUNTLEIGH ADVISORS, INC.
RIA
CRD#: 113412
Sedalia, MO
Past
July 11, 2018 - March 14, 2022
HUNTLEIGH SECURITIES CORPORATION
BD
CRD#: 7456
Sedalia, MO
Past
September 12, 2014 - June 20, 2018
EDWARD JONES
RIA
CRD#: 250
SEDALIA, MO
Past
July 15, 2014 - June 20, 2018
EDWARD JONES
BD
CRD#: 250
SEDALIA, MO
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
Missouri(5/26/2022)
IAR
Texas(5/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SE
STACKHOUSE ENTERPRISES
STACKHOUSE CAPITAL | STACKHOUSE ENTERPRISES | STACKHOUSE CAPITAL LLC
CRD#: 319391 / SEC#:
Missouri
Registered Investment Advisory firm - (5/26/2022 Approved)Texas
Registered Investment Advisory firm - (5/8/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
516 S. Ohio Avenue, Sedalia, MO 65301
Mailing Address
Phone number
(660) 570-4114
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 410 |
| AUM (Assets Under Management) | $ 16,961,271 |
Red Flags
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Company Information
STACKHOUSE ENTERPRISES
CRD#: 319391Sedalia, MO 65301TRUST BUT VERIFY
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