Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable and may vary based on several factors.
Fee Estimator
Location
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN, 55437
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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 →Employment History
Current Registrations
Jnba Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
Stacy partners closely with Senior Advisors assisting with and guiding financial plan development for JNBA clients. As a leading member of the Financial Planning Committee, she is responsible for implementing financial planning initiatives across the firm. She also executes day-to-day operational items and client requests to support Advisory Teams including coordination with the TD Ameritrade service group and working with the Client Service Team to execute complex client requests. Her dedication to JNBA clients, their success, and the experience they have with the firm is an asset to clients and colleagues alike.