SB
SB

Stacey Bouthillette

26 Years of Experience
Louisville, CO
Broker

Stacey Bouthillette is a registered investment advisor at Wells Fargo Advisors, based in Louisville, CO, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

801 Main St, Ste 300, Louisville, CO, 80027

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2016 - Present · 10 yrs 3 mos
Wells Fargo Advisors
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Morgan StanleyBroker
October 2013 - February 2016 · 2 yrs 4 mos
Morgan Stanley
October 2013 - February 2016 · 2 yrs 4 mos
UBS Financial Services INC.
November 2002 - September 2013 · 10 yrs 10 mos
UBS Financial Services INC.Broker
October 2000 - September 2013 · 12 yrs 11 mos
Dean Witter Reynolds INC.Broker
May 1999 - October 2000 · 1 yr 5 mos
State Registrations28 states
AKARAZCACOFLGAHIILMAMDMEMIMNMSMTNMNYOKORPASDTNTXVTWAWIWV
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.
Stacey Bouthillette - Financial Advisor | TrueAdvisor