Barbara Stetzko (CRD# 2499277) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Crystal River, FL and has over 28 years of experience in the finance industry. Barbara Stetzko 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.
CRD# 3271499
Raymond James & Associates, Inc.
CRD# 5007131
Brookstone Wealth Advisors, LLC
CRD# 6436659
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Crystal River, FL | Jan 2024 - Current | < 1 |
| Woodbury Financial Services, Inc. | Crystal River, FL | Mar 2019 - Current | 5 |
| Stetzko & Associates Inc. | Crystal River, FL | Aug 1989 - Current | 34 |
| Woodbury Financial Services, Inc. | Crystal River, FL | Mar 2019 - Jan 2024 | 4 |
| Questar Asset Management | Minneapolis, MN | Feb 2005 - Mar 2019 | 14 |
| Questar Capital Corporation | Minneapolis, MN | Nov 1998 - Mar 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
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