SC
SC
Stacey Casey
29 Years of Experience
Liberty Lake, WA
2 DisclosuresBroker
Stacey Casey is a registered investment advisor at Cetera Investment Advisers LLC, based in Liberty Lake, WA, with 29 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
1427 N Liberty Lake Rd, Liberty Lake, WA, 99019
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Regulatory History (2)
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Customer Dispute
August 2015Denied
Customer Dispute
August 2002Denied
Employment History
Current Registrations
Cetera Investment Services LLCBroker
November 2025 - Present · 6 mos
Cetera Investment Advisers LLC
November 2025 - Present · 6 mos
Previous Registrations
Cetera Investment Services LLCBroker
September 2022 - October 2025 · 3 yrs 1 mo
Cetera Investment Advisers LLC
September 2022 - October 2025 · 3 yrs 1 mo
Cuso Financial Services, L.P.Broker
July 2021 - September 2022 · 1 yr 2 mos
Cuso Financial Services, L.P.
July 2021 - September 2022 · 1 yr 2 mos
Wells Fargo Clearing Services, LLC
June 2014 - July 2021 · 7 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2014 - July 2021 · 7 yrs 1 mo
U.S. Bancorp Investments, INC.
June 2007 - June 2014 · 7 yrs
U.S. Bancorp Investments, INC.Broker
September 1997 - June 2014 · 16 yrs 9 mos
U.S. Bancorp SecuritiesBroker
September 1996 - September 1997 · 1 yr
State Registrations7 states
AZCAIDKSORPAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.