Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Leigh Cheek is an investment advisor representative with Wheelhouse Advisory Group, LLC. Stacey is registered in both Illinois and Missouri. Stacey has been in the financial services industry since 1996. Stacey holds a Series 65 license, the Uniform Investment Adviser Law Examination, and specializes in providing financial planning services and managing investment portfolios for individuals. Stacey also has experience in the graphic design industry through her own business, Design Resources, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
On occasion, negotiated flat quarterly fee
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MO
02/26/2021 - Present
Wheelhouse Advisory Group, LLC (ST. LOUIS MO)
IA
Issued 06/23/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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