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Alysia Ann Harrick

Investment adviser representative at Stackstone Wealth, LLC
18 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

18 years in the industry.

  1. Stackstone Wealth, LLCJun 2026 to now
  2. Ameriprise Financial Services, LLCFeb 2022 to Jun 2026
  3. Ameriprise Financial Services, LLCSep 2021 to Jan 2022
  4. UnemployedMay 2021 to Sep 2021
  5. Ameriprise Financial Services, Inc.Jan 2008 to May 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (IA, MI).

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
4489727
Firm CRD
342692
Advisor's SEC record (opens in a new tab)
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