Stacee KratovilCRD Number: 7185765
Current Firm: Parcion Private Wealth LLC
Stacee Kratovil (CRD# 7185765) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has 1 year of experience in the finance industry. Stacee Kratovil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Parcion Private Wealth LLC||Seattle, WA||Jul 2022 - Current||< 1|
|U.s. Bank N.a.||Seattle, WA||Nov 2016 - Jul 2022||5|
|Bmo Harris Bank N.a.||Seattle, WA||May 2011 - Nov 2016||5|
Total Assets Under Management1,745MILLIONS
Total Number of Accounts1,221ACCOUNTS
Average Account Value$1,429,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, ID, OR, TX, UT, WA
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