Stacie L. Schenden

PERSONAL LEGACY PLANNERS

Grand Rapids, MI 49544-8252

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CRD#: 7965869

Professional summary

Stacie Lynn Schenden is a registered financial advisor currently at PERSONAL LEGACY PLANNERS located in Grand Rapids, Michigan.

Stacie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Stacie has worked at 1 firm and has passed the Series 65 exam.

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.

PLP SERVICES, LLC d/b/a RETIREMENT LIFESTYLE ADVOCATES; INVESTMENT RELATED; 961 FOUR MILE RD NW,GRAND RAPIDS, MI 49544; INSURANCE AGENT; SINCE 07/2024; APPROX. 80 HOURS PER MONTH ON THIS ACTIVITY; WHOLESALE FIXED LIFE & ANNUITY PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacie Lynn Schenden'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

July 30, 2024 - Present

PERSONAL LEGACY PLANNERS

Office #1: 961 Four Mile Road Nw Suite B, Grand Rapids, MI 49544-8252

RIA

CRD#: 153996

Grand Rapids, MI

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

Michigan
(7/30/2024)

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 65

Date: 7/6/2024

Uniform Investment Adviser Law Examination

Current Firm

PERSONAL LEGACY PLANNERS

PERSONAL LEGACY PLANNERS | VERITAS SPECIALIZED INVESTMENT SERVICES, LLC | PLP ADVISORS, LLC

CRD#: 153996 / SEC#: 801-76962

RIA

Registered Investment Advisory firm - (3/3/2015 Terminated)

Michigan

Registered Investment Advisory firm - (5/22/2014 Approved)

Missouri

Registered Investment Advisory firm - (9/12/2016 Terminated)

Texas

Registered Investment Advisory firm - (11/24/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

961 Four Mile Road Nw Suite B, Grand Rapids, MI 49544-8252

Mailing Address

Phone number

(866) 921-3613

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Stacie L. Schenden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacie Lynn Schenden's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSONAL LEGACY PLANNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/6/2024

Current Firm

PERSONAL LEGACY PLANNERS

Contact information

Documents

Red Flags

Company Information

PERSONAL LEGACY PLANNERS

TRUST BUT VERIFY

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