Stacey Kasten
Stacey Kasten is a registered investment advisor at Raymond James & Associates, INC., based in Colorado Springs, CO, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
102 North Cascade Avenue, Suite 600, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stacey lists her basement for Airbnb vacation rentals, dedicating a few hours per week. She also serves on the Finance/Investment Committee for the Goodwill of Colorado Foundation Board, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Smh Capital INC.
Smh Capital INC.Broker
Smh Capital Advisors, INC.
Cascade Investment Group, INC.Broker
State Registrations27 states
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