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Current Employers
Accel Wealth Management

301 Oak Ridge Circle, Waverly, IA 50677 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2017-01-16
  • IA RA
    APPROVED
    Since 2017-01-16

Branch Locations

301 Oak Ridge Circle, Waverly, IA 50677 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 02/2010 02/2018
Brass Financial, Inc. Dba Accel Wealth Management Cedar Falls IA 06/2016 01/2017
Accel Wealth Management Llc Waverly IA 12/2016 Present
The Accel Group, Llc Fka First Insurance Services Waverly IA 06/2010 Present
Accel Holdings, Inc. Waverly IA 10/2014 Present
Integrity Alliance, Llc Cedar Rapids IA 02/2019 Present
  • 02/2010 → 02/2018
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 06/2016 → 01/2017
    Brass Financial, Inc. Dba Accel Wealth Management
    Cedar Falls, IA
  • 12/2016 → Present
    Accel Wealth Management Llc
    Waverly, IA
  • 06/2010 → Present
    The Accel Group, Llc Fka First Insurance Services
    Waverly, IA
  • 10/2014 → Present
    Accel Holdings, Inc.
    Waverly, IA
  • 02/2019 → Present
    Integrity Alliance, Llc
    Cedar Rapids, IA
Previous Registrations
  • 2016-06-30 → 2017-04-28
    Accel Wealth Management
    Cedar Falls, IA
  • 2010-02-16 → 2016-09-30
    Cedar Falls, IA
  • 1999-01-01 → 2011-02-22
  • 2003-08-06 → 2010-02-12
    National Planning Corporation
    Waterloo, IA
    Waterloo, IA
  • 1999-01-01 → 2002-12-31
    Waterloo, IA
Other Businesses

1) INDEPENDENT INSURANCE AGENT, 301 Oak Ridge Circle, Waverly, IA, 3/1992 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2 HR/WK- 1/TRADING. 2) ACCEL WEALTH MANAGEMENT, 301 Oak Ridge Circle, Waverly, IA, 7/2016 AS OWNER/ADVISORY REP OF A RIA. INV REL - 30 HR/WK - 30/TRADING. 3) The Accel Group, LLC, 301 Oak Ridge Circle, Waverly, IA, 7/2013 Member of the Board of Managers - 10 HR/Month - 10/TRADING. 4) Accel Holdings, Inc; Investment Related; 301 Oak Ridge Circle, Waverly, IA, 50677; Parent Company; Secretary & Co-Owner; 12/2015; 10 hours per month; 0 hours during security hours. 5) Accel Holdings LLC; Investment related; 301 Oak Ridge Circle, Waverly, IA 50677; Owner Shareholder; Secretary of the Board and Executive VP; 01/02/2018; 10 hours per month; 10 hours during security hours. 6) Community Foundation of Northeast Iowa; Not Investment Related; 3117 Greenhill Circle, Cedar Falls, IA 50613; Non-profit Organization; Distribution Committee Member; 09/09/2025; 1 hour per month; 1 hour during security hours; Board Member. 7) Treyton Properties LLC, 301 Oak Ridge Circle, Waverly, IA, 11/206 Part Owner - 1/MO - 0/Trading. 8) First Insurance Services LLC; Not Investment Related; 602 Main St, Cedar Falls, IA 50613; DBA The Accel Group; Partner of Insurance Agency; 01/01/2013; 1 hour per month; 0 hours during security hours; DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-11
S63 Uniform Securities Agent State Law Examination 1992-10-26
  • S66 Uniform Combined State Law Examination
    2006-04-11
  • S63 Uniform Securities Agent State Law Examination
    1992-10-26
Other Names
  • Stacie Lynn Anderson
  • Stacie Lynn Anderson
  • Stacie Lynn Bunger
  • Stacie Lynn Brass

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