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Stacie Ann Wilson

Sjhl Financial Group

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About Stacie Ann Wilson

Stacie Wilson is an Investment Advisor Representative at Sjhl Financial Group, LLC based in McPherson, Kansas. Stacie has been in the industry since 2007 and holds a Series 65 license. She is also a practicing CPA at Swindoll, Janzen, Hawk & Loyd, LLC, and has extensive experience in tax preparation and planning, business advisory services, and firm management. Stacie specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, and charitable organizations. Stacie's commitment to providing personalized financial advice and her dedication to helping her clients achieve their financial goals are a testament to her professional expertise and her genuine passion for helping others.

Firm Information

Stacie Wilson is currently registered with Sjhl Financial Group. Sjhl Financial Group, based in McPherson, Kansas, is an investment advisor with a focus on financial planning, portfolio management for individuals, and pension consulting. The firm manages over $126 million in assets for 766 clients, including individuals, high-net-worth individuals, and charitable organizations. Their team of 10 investment adviser representatives provides personalized financial advice to help clients achieve their financial goals.
Sjhl Financial Group

123 SOUTH MAIN ST.

MCPHERSON, KS 67460

$126.10M

Assets Under Management

18

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stacie Wilson’s Registration & Firm History

KS

11/10/2023 - Present

Sjhl Financial Group (MCPHERSON KS)

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Licenses & Designations

IA

Issued 10/25/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stacie Ann Wilson.
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