Stacy Van Der WerpCRD 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|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|
Total Assets Under Management223MILLIONS
Total Number of Accounts1,184ACCOUNTS
Average Account Value$188,595
- A percentage of assets under your management
- Hourly charges
- 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)
AZ, CA, CO, IL, LA, MA, MI, MT, NC, NE, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, VT, WA
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