Wanda Lee Stapley

Employer firm

Juncture Wealth Strategies, LLC CRD 298110

$474M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 03/2018
  Purshe Kaplan Sterling
  Albany, NY
• 11/2010 → Present
  Juncture Wealth Strategies
  Scottsdale, AZ

Previous Registrations

• 2017-06-06 → 2018-11-16
  Juncture Wealth Strategies, Llc
  Scottsdale, AZ
• 2016-02-26 → 2017-08-17
  Juncture Wealth Strategies, Llc
  Scottsdale, AZ

Other Businesses

1. JUNCTURE WEALTH STRATEGIES, 8777 E VIA DE VENTURA STE 120, SCOTTSDALE AZ 85258, INVESTMENT RELATED, REGISTERED REP, NON PRODUCING, 11/2010 160HRS PER MONTH, EXECUTIVE ADMINISTRATOR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-19
• S63 Uniform Securities Agent State Law Examination
  1989-11-21

Other Names

• Wanda Lee Kirkvan
• Wanda Lee Van Kirk
• Wanda Vankirk