Stacy M Anderson

Current Employers

Employment History

• 08/2016 → 04/2023
  Cetera Investment Services Llc
  St.CLoud, MN
• 09/2016 → 04/2023
  Cetera Investment Advisers Llc
  St.CLoud, MN
• 04/2023 → 08/2023
  Horace Mann Companies
  St. Cloud, MN
• 04/2023 → 08/2023
  Horace Mann Investors, Inc.
  St. Cloud, MN
• 08/2023 → 09/2025
  Avantax Investment Services Inc.
  Sartell, MN
• 08/2023 → 09/2025
  Avantax Advisory Services
  Sartell, MN
• 08/2023 → 09/2023
  Avantax Insurance Agency, Llc
  Sartell, MN
• 08/2023 → Present
  Sma Wealth Management Llc
  Sartell, MN
• 07/2023 → Present
  Anderson Tax Service Llc
  Sartell, MN
• 03/2015 → Present
  Minnesota Girls Hockey Coaches Association
  St. Anthony, MN
• 08/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Sartell, MN
• 07/2023 → Present
  Anderson Tax Service Llc
  Sartell, MN
• 08/2023 → Present
  Midwest Financial Group, Dba Mfg Financial Advisors
  Sartell, MN
• 08/2023 → Present
  Mfg Financial Advisors, Llc
  Sartell, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Maple Grove, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-08-04 → 2025-09-05
  Avantax Advisory Services
  Sartell, MN
  Dallas, TX
  Plymouth, MN
  Sartell, MN
  Maple Grove, MN
• 2023-05-11 → 2023-08-09
  Horace Mann Investors, Inc.
  St Cloud, MN
• 2016-09-07 → 2023-04-11
  Cetera Investment Advisers Llc
  St Cloud, MN
• 2014-01-07 → 2016-02-11
  Wealth Enhancement Advisory Services, Llc
  Sartell, MN
  Plymouth, MN
• 2012-11-29 → 2013-01-10
  Lpl Financial Llc
  Plymouth, MN
  Sartell, MN

Other Businesses

1) MINNESOTA GIRLS HOCKEY COACHES ASSOCIATION; POS: Treasurer NATURE: MGHCA is a non-profit organization that provides support to high school girls hockey coaches and training.; NIR; HRS 3; HRS 0; START DATE: 03/02/2015; ADDR: 4020 Macalester Drive, St. Anthony MN 55421, United States; DESC: reconcile checkbook review program income and expenses prepare accounting reports tax filing of 990preparation of 1099-NEC 2) SMA WEALTH MANAGEMENT LLC; POS: sole member NATURE: investment planning, financial planning, college planning, retirement planning; IR; HRS 180; HRS 100; START DATE: 08/01/2023; ADDR: 408 1st Street North, Sartell MN 56377, United States; DESC: meeting with prospects and clients to determine financial goals and creating a financial plan to attain those goals. ongoing investment management and review. ongoing reviews with existing clients. 3) ANDERSON TAX SERVICE LLC; POS: sole member NATURE: tax preparation service for individuals and small businesses, tax planning, bookkeeping services, 1099 filings. NIR; HRS 80; HRS 40; START DATE: 07/30/2023; ADDR: 408 1st Street North, Sartell MN 56377, United States; DESC: prepare 1040 returns and various schedules as necessary. MN state tax returns, MN Property tax returns. e-filing returns 4) MFG FINANCIAL ADVISORS, LLC; POS: Financial Advisor NATURE: Midwest Financial provides financial planning, investment planning, retirement planning, risk analysis, tax planning, estate planning; IR; HRS 10; HRS 10; START DATE: 08/31/2023; ADDR: 18 Riverside Ave S Suite 220, Sartell MN 56377, United States; DESC: meeting with prospects meeting with clients creating financial plans managing client assets: due diligence and review annual reviews with clients 5) SARTELL-ST. STEPHEN DOLLARS FOR SCHOLARS; POS: Treasurer NATURE: A national initiative under the non-profit organization Scholarship America, which aims to help local communities raise funds for scholarships to support students pursuing post-secondary education. I contribute to the organization's fundraising and scholarship distribution efforts. NIR; HRS 3; HRS 0; START DATE: 04/22/2025 ADDRESS: 18 Riverside Ave S, #220, Sartell MN 56377, United States DESCRIPTION: Financial Recordkeeping, Banking and Deposits, Disbursement of Funds, Financial Reporting, Annual Review and Oversight. 6) PRINCETON YOUTH HOCKEY; POS: Finance Manager NATURE: I serve as the part-time Finance Manager for Princeton Youth Hockey Association (PYHA), a 501(c)(3) nonprofit organization.; NIR; HRS 20; HRS 10; START DATE: 06/23/2025; ADDRESS: 511 Ice Arena Drive, Princeton MN 55371, United States; DESCRIPTION: Bookkeeping and Financial Reporting, Payroll Processing and Tax Compliance, Accounts Payable and Receivable, Collaboration and Workflow Management. Annual Budget and 990 Preparation Support. 7) CENTRAL MINNESOTA GYMNASTICS ASSOCIATION; POS: Treasurer (non-voting member) NATURE: I am providing financial management services to Central Minnesota Gymnastics Association (CMGA). NIR; HRS 2; HRS: 0 START DATE: 08/11/2025; ADDR: 922 21st Ave NE, St. Joseph MN 56374, United States; DESC: Monthly Bookkeeping and Accounting Services, .Bill Payment Services, .Board Meeting Participation and Communication.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-12
• S63 Uniform Securities Agent State Law Examination
  2000-11-10

Other Names

• Dingman Marie Stacy
• Stacy M Rasmussen
• Stacy Marie Dingman
• Stacy Marie Rasmussen
• Stacy Marie Anderson
• Stacy M Dingman
• Stacy Anderson