Kimberly Tsarpalas Stacy
Investment adviser representative at Nadler Financial Group, Inc.
13 yearsExperience
1 stateRegistered in
$2.2BFirm assets
24 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Nadler Financial Group, Inc.Jun 2024 to now
- Ausdal Financial Partners, IncJun 2024 to now
- Gresham Partners, LLCOct 2019 to Jun 2024
- PricewaterhousecoopersOct 2017 to Oct 2019
- UnemployedJun 2017 to Sep 2017
- Indiana UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Nadler Financial Group, Inc.
$2.2BAssets managed
1,072Clients
16Advisers
24 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
- 7938846
- Firm CRD
- 122617