Stacey Ackerman is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Minneapolis, MN, with 13 years of industry experience. Stacey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
90 S 7th St 10th & 11th Fls, [Ge-Rbo], Minneapolis, MN, 55402
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Stacey is a finance committee member for the Great Plains Food Bank and an investment committee member for the NDSU Foundation. These activities involve reviewing financial statements, budgets, audits, and overseeing endowment asset management, requiring minimal time each month.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations11 states
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
More Advisors
- Michael SpechtWells Fargo Advisors
- Kenneth DejvongsaWells Fargo Advisors
- Jared MattoxWells Fargo Advisors
- Johnathan ZmudaWells Fargo Advisors
- Eric PitosciaWells Fargo Advisors
- Caleb BreyerWells Fargo Advisors