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Stacie Ann Wilson

Sjhl Financial Group

Mcpherson, KS

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Current Employers
Sjhl Financial Group

123 South Main St., Mcpherson, KS 67460 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-11-10
  • KS RA
    APPROVED
    Since 2023-11-10

Branch Locations

123 South Main St., Mcpherson, KS 67460 • 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
Sjhl Financial Group, Llc Mcpherson KS 11/2023 Present
Swindoll, Janzen, Hawk & Loyd, Llc Mcpherson KS 11/2015 Present
  • 11/2023 → Present
    Sjhl Financial Group, Llc
    Mcpherson, KS
  • 11/2015 → Present
    Swindoll, Janzen, Hawk & Loyd, Llc
    Mcpherson, KS
Other Businesses

Partner in CPA Firm: Swindoll, Janzen, Hawk & Loyd, LLC beginning November 2015 / 123 S. Main Street, McPherson, KS 67460 / not investment related / Practicing C.P.A. with duties that include tax preparation and planning, business advisory services, attestation services, and firm management and leadership / Spends approximately 185 hours a month on this activity of which 165 are during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-25
  • S65 Uniform Investment Adviser Law Examination
    2023-10-25
Other Names
  • Stacie Ann Narron

View on SEC IAPD

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