Kelly Sue Schwigel
Investment adviser representative at Stackstone Wealth, LLC
21 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Stackstone Wealth, LLCJun 2026 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Jun 2026
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (IA, WI).
Stackstone Wealth, LLC
$0Assets managed
0Clients
19Advisers
Under 1 yearIn 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
- 4442624
- Firm CRD
- 342692