Stacy Van Der Werp, financial advisor Peoria AZ
93 score

Stacy Van Der Werp

CRD Number: 5501033
Current Firm: Pfg Advisors

Stacy Van Der Werp (CRD# 5501033) is an Investment Advisor Representative working at Pfg Advisors in Peoria, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Peoria, AZ Sep 2015 - Current 2
Priority Financial Group Peoria, AZ Sep 2015 - Current 2
Pfg Advisors Peoria, AZ Sep 2015 - Current 2
Stacy Vanderwerp - Rental Property Phoenix, AZ Sep 2012 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ May 2013 - Sep 2015 2
Notary Services Of America Phoenix, AZ Jun 2011 - Jan 2014 2
United Planners' Financial Services Scottsdale, AZ Dec 2011 - May 2013 1
Scholten Publishing, LLC Gilbert, AZ Jan 2006 - Sep 2012 6
Charles Schwab & Co, Inc. Phoenix, AZ May 2010 - Dec 2011 1
Jpmorgan Chase Bank Na Tempe, AZ Mar 2008 - May 2010 2
Chase Investment Services Corp Tempe, AZ Mar 2008 - May 2010 2
Business Card Solutions Gilbert, AZ Nov 2007 - Dec 2009 2
Jp Morgan Chase Bank Gilbert, AZ Dec 2006 - Mar 2008 1
Hungry Howies Pizza Gilbert, AZ Sep 2006 - Dec 2006 < 1
Fox And Hound Gilbert, AZ May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Stacy M. Van Der Werp
Phone Number: (800) 405-8850
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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