Stacy Anderson is a registered investment advisor, based in Maple Grove, MN, with 13 years of industry experience.
Location
12924 63rd Ave N, Maple Grove, MN, 55369
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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 ActivitiesSells Insurance
Stacy is an insurance agent selling insurance products through Avantax, and is also a sole member of SMA Wealth Management LLC (investment planning) and Anderson Tax Service LLC (tax preparation). She also works as a financial advisor for MFG Financial Advisors, LLC and is treasurer for multiple organizations, including Minnesota Girls Hockey Coaches Association and Sartell-St. Stephen Dollars for Scholars.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Wealth Enhancement Advisory Services, LLC
LPL Financial LLC
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Princor Financial Services CorporationBroker
State Registrations1 state
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