Managing Member and Chief Compliance Officer · Accel Wealth Management
Stacie L. Brass
CRD 2275932 · Named on Form ADV at one SEC-registered adviser
At a glance
Accel Wealth Management, an SEC-registered wealth manager based in Waverly, IA with $1.1 billion in regulatory assets, lists Stacie L. Brass on its Form ADV as Managing Member and Chief Compliance Officer, a control person.
Firms and roles
- Accel Wealth ManagementManaging Member and Chief Compliance OfficerWealth manager · Waverly, IA · $1.1B in regulatory assets
AtlasMembers
Stacie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Todd J. ManternachManaging Member, Accel Wealth Management
- Emily J MisenerDirector of Wealth Management Operations, Accel Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stacie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.