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Corey Michael Stackhouse

Corey Michael Stackhouse

CFP®
STACKHOUSE ENTERPRISES
Sedalia, MO
·CRD# 6338216·12 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Corey M Stackhouse

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2021

Years of Experience

12 years in the financial services industry

Current & Past Employments

STACKHOUSE ENTERPRISES·CRD# 319391
RIA
516 S. Ohio Ave., Sedalia, MO 65301
May 26, 2022 - Present
HUNTLEIGH ADVISORS, INC.·CRD# 113412
RIA
Sedalia, MO
July 11, 2018 - March 14, 2022
HUNTLEIGH SECURITIES CORPORATION·CRD# 7456
BD
Sedalia, MO
July 11, 2018 - March 14, 2022
EDWARD JONES·CRD# 250
RIA
Sedalia, MO
September 12, 2014 - June 20, 2018
EDWARD JONES·CRD# 250
BD
Sedalia, MO
July 15, 2014 - June 20, 2018

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Current Firm

SE
STACKHOUSE ENTERPRISES

STACKHOUSE CAPITAL | STACKHOUSE ENTERPRISES | STACKHOUSE CAPITAL LLC

CRD#: 319391
Missouri
Registered Investment Advisory firm - Missouri (5/26/2022 Approved)
Texas
Registered Investment Advisory firm - Texas (5/8/2025 Conditional Restricted)

Contact Information

Main Address

516 S. Ohio Avenue, Sedalia, MO 65301

Phone Number

(660) 570-4114

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

531

AUM (Assets Under Management)

$27,711,933

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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.

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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.
IAR
Missouri
(5/26/2022)
IAR
Texas
(5/12/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2014About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Corey Michael Stackhouse's CRS (Customer Relationship Summary).

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