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Stasha Case

16 Years of Experience
Overland Park, KS
Broker

Stasha Case is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 16 years of industry experience. Stasha 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

10955 LOWELL AVE STE 900, 910, 920, 100, and 200, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stasha is an actor/singer since 1991, spending a few hours per week on this activity. She is also a service representative at Prosperity Advisors LLC (since 2020) and refers clients to Prosperity Tax Center, LLC (since 2022), and is a notary public since 1996.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
December 2010 - March 2024 · 13 yrs 3 mos
State Registrations1 state
KS
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.
Stasha Case - Financial Advisor | TrueAdvisor