Stacy
Anderson
Avantax Advisory Services
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About this Advisor
Stacy Anderson is a financial advisor based in Sartell, Minnesota, working with Avantax Advisory Services. Stacy has previously held positions at Lpl Financial LLC, Wealth Enhancement Brokerage Services, LLC, Wealth Enhancement Advisory Services, LLC, Anderson Underground, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Horace Mann Companies, Horace Mann Investors, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Sma Wealth Management LLC, Avantax Insurance Agency And/Or Avantax Insurance Services, Minnesota Girls Hockey Coaches Association, Wealth Enhancement Group, Avantax Investment Services Inc, and Anderson Tax Service LLC. Stacy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Stacy is part of Avantax Advisory Services, which operates out of Sartell, Minnesota. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves a variety of clients, including high-net-worth individuals. 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, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
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
- Educational seminars/workshops
- Other
Stacy Anderson Work History
Avantax Advisory Services
Sma Wealth Management LLC
Avantax Insurance Agency And/Or Avantax Insurance Services
Avantax Investment Services Inc
Anderson Tax Service LLC
Minnesota Girls Hockey Coaches Association
Horace Mann Companies
Horace Mann Investors, Inc
Avantax Insurance Agency, LLC
Anderson Underground
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLC
Lpl Financial LLC
Wealth Enhancement Group
Disclosures
Please visit the SEC profile of Stacy Anderson 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 Avantax Advisory Services
Danville, CA
Champlin, MN
Coppell, TX
Midland, TX
Coppell, TX
Coppell, TX
Makawao, HI
Lomita, CA
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