DS
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Dana Stallings is a registered investment advisor, based in Muncie, IN, with 20 years of industry experience.
Location
3700 W Bethal Avenue, Muncie, IN, 47304
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Regulatory History (1)
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Customer Dispute
October 2011Settled
Other Business ActivitiesSells Insurance
Dana is the President Elect of the National Association of Insurance and President of Stallings Wealth Management and an IAR for Full Circle Investment Advisors, dedicating full-time hours to Stallings Wealth Management and Full Circle Investment Advisors. Dana also serves on the board of directors for Heart of Indiana United Way and as an advisor for insurance (fixed/life/health/P&C), dedicating minimal time to each.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Securities, INC.Broker
September 2020 - September 2022 · 2 yrs
First Allied Advisory Services, INC.
September 2020 - November 2020 · 2 mos
American Portfolios Advisors, INC
August 2012 - September 2020 · 8 yrs 1 mo
American Portfolios Financial Services, INC.Broker
August 2012 - September 2020 · 8 yrs 1 mo
New England Securities Corporation
July 2007 - August 2012 · 5 yrs 1 mo
New England SecuritiesBroker
July 2006 - August 2012 · 6 yrs 1 mo
Thrivent Investment Management INC.
June 2005 - August 2006 · 1 yr 2 mos
Thrivent Investment Management INC.Broker
May 2005 - August 2006 · 1 yr 3 mos
State Registrations18 states
AZCAFLILINKYMAMDMIMONCNHNVNYOHPASCTX
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.