Stacia Marie Bearden
Investment adviser representative at Wurz Financial Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$117MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wurz Financial Services, LLCJan 2025 to now
- Compass Wealth ManagementJan 2023 to Jan 2025
- Destination Pet of WoodstockJun 2021 to Jan 2023
- Northstar Dog TrainingJan 2016 to Mar 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Wurz Financial Services, LLC
$117MAssets managed
491Clients
3Advisers
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
- 8274371
- Firm CRD
- 331608