Stacey Frances Washa
Investment adviser representative at Cetera Investment Advisers LLC
24 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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
24 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- North Star Resource GroupJan 2021 to now
- Minnesota Life Insurance CoJan 2021 to Aug 2023
- Securian Financial Services IncJan 2021 to Aug 2023
- Cri Securities LLCJan 2021 to Oct 2021
- Cri Securities, LLCMay 2017 to Dec 2020
- North Star Resource GroupMar 2008 to Dec 2020
- Securian Financial Services, Inc.Mar 2008 to Dec 2020
- Birthday Bars, Inc.Oct 2002 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5508389
- Firm CRD
- 105644