Stacey
Cheek
Wheelhouse Advisory Group, LLC
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About this Advisor
Stacey Cheek is a financial advisor working in Saint Louis, Missouri with a total of 2 years of industry experience. Cheek currently works for Wheelhouse Advisory Group, LLC. Cheek has gained experience at Duncan Financial Management, Inc, Paradigm Financial Advisors, LLC and Wheelhouse Advisory Group, LLC. Cheek has a Series 65 license, designating them as an investment advisor representative, and is approved to work in Illinois and Missouri. Wheelhouse Advisory Group, LLC is a firm based out of Saint Louis, MO. The company has offices in two locations and a total of 11 advisors. It handles $121 million in assets between its 1,389 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,389 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on the financial services. However, fee types charged by Wheelhouse Advisory Group, LLC likely consist of some blend of asset-based, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wheelhouse Advisory Group, LLC Brokerage Details
$120,484,082
11
1,389
$86,742
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stacey Cheek Work History
Stacey has been registered as a financial advisor for 2 years.*
Wheelhouse Advisory Group, LLC
Duncan Financial Management, Inc
Paradigm Financial Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stacey Cheek 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 Wheelhouse Advisory Group, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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