Stacie Lynn Brass
Investment adviser representative at Accel Wealth Management
16 yearsExperience
1 stateRegistered in
$1.1BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Integrity Alliance, LLCFeb 2019 to now
- Accel Wealth Management LLCDec 2016 to now
- Accel Holdings, Inc.Oct 2014 to now
- The Accel Group, LLC Fka First Insurance ServicesJun 2010 to now
- Brass Financial, Inc. dba Accel Wealth ManagementJun 2016 to Jan 2017
- Cambridge Investment Research, IncFeb 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IA).
Accel Wealth Management
Legal name: Accel Wealth Management LLC
$1.1BAssets managed
1,381Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2275932
- Firm CRD
- 286201