Stacie
Brass
Accel Wealth Management
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About this Advisor
Stacie Brass is a financial advisor based in Waverly, Iowa, working with Accel Wealth Management. Stacie has previously held positions at Rda Financial Network, Cambridge Investment Research, Inc, Brokers International Financial Services, Brass Financial, Inc Dba Accel Wealth Management, Accel Wealth Management LLC, The Accel Group, LLC Fka First Insurance Services, and Accel Holdings, Inc. Stacie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa. Currently, Stacie is part of Accel Wealth Management, which operates out of Waverly, Iowa. The firm has 2 offices and 20 employees. The firm manages assets totaling $947.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Accel Wealth Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Accel Wealth Management Brokerage Details
$947,333,820
20
2,140
$442,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Stacie Brass Work History
Brokers International Financial Services
Accel Wealth Management LLC
Accel Holdings, Inc
The Accel Group, LLC Fka First Insurance Services
Brass Financial, Inc Dba Accel Wealth Management
Rda Financial Network
Cambridge Investment Research, Inc
Disclosures
Please visit the SEC profile of Stacie Brass to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Accel Wealth Management
Waverly, IA
Cedar Rapids, IA
Waverly, IA
Waverly, IA
Waverly, IA
Waverly, IA
Waverly, IA
Cedar Rapids, IA
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