Stacey Klein (CRD# 5965473) is an Investment Advisor Representative working at Primerica Advisors in La Crosse, WI and has over 11 years of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wisconsin State Legislature | Madison, WI | Apr 2024 - Current | < 1 |
| Trempealeau County Health Care Center | Whitehall, WI | Jan 2023 - Current | 1 |
| Trempealeau County | Whitehall, WI | Apr 2022 - Current | 2 |
| City Of Galesville | Galesville, WI | Dec 2021 - Current | 2 |
| Harry's Place | Dodge, WI | Jul 2018 - Current | 5 |
| Pfs Investments Inc. | La Crosse, WI | Jun 2012 - Current | 11 |
| Primerica Financial Services | La Crosse, WI | Feb 2011 - Current | 13 |
| Eat Your Peas LLC | Trempealeau, WI | Sep 2017 - Jul 2020 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- WI
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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