Stacie Zapfel
Stacie Zapfel is a registered investment advisor at Centric Wealth Management, LLC, based in Chicago, IL, with 20 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 583 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
333 W. Wacker Drive, 6th Floor, Chicago, IL, 60606
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 →Employment History
Current Registrations
Centric Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Caldwell International SecuritiesBroker
LPL Financial CorporationBroker
Waterstone Financial Group, INC.Broker
MML Investors Services, INC.Broker
NFP Securities, INC.Broker
State Registrations1 state
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.