Stacey Washa
Stacey Washa is a registered investment advisor at Cetera Investment Advisers LLC, based in Madison, WI, with 8 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2945 Triverton Pike Dr, Ste 200, Madison, WI, 53711
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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
Stacey is a notary public, an agent/broker for fixed insurance sales, a director for Mad City Cornhole LLC and the American Cornhole League, and a financial professional with North Star Resource Group. Selling fixed insurance takes a few hours per week, while working as a financial professional takes nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations18 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.