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Jo Ann A Fujii

Stadia Financial LLC

Kamuela, HI

Lincolnshire, IL

CRD 7922122

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Employer firm

Stadia Financial LLC CRD 328171

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Educational seminars

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

Current Employers
Stadia Financial Llc

65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-05-29
  • HI RA
    APPROVED
    Since 2025-05-29

Branch Locations

65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743 • United States

Lincolnshire, IL • 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
Stadia Financial Kamuela HI 11/2023 Present
Self Employed Lincolnshire IL 04/2022 11/2023
Baxter Healthcare Deerfield IL 04/2020 04/2022
Icu Medical Lake Forest IL 07/2016 07/2019
Self Deerfield IL 07/2019 04/2020
  • 11/2023 → Present
    Stadia Financial
    Kamuela, HI
  • 04/2022 → 11/2023
    Self Employed
    Lincolnshire, IL
  • 04/2020 → 04/2022
    Baxter Healthcare
    Deerfield, IL
  • 07/2016 → 07/2019
    Icu Medical
    Lake Forest, IL
  • 07/2019 → 04/2020
    Self
    Deerfield, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-29
  • S65 Uniform Investment Adviser Law Examination
    2025-05-29
Other Names
  • Jo Ann A Cooley

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

Ken Steria
Brett Patrick Kennelly
KARI WESTLY CLARK

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kamuela, HI
PFS INVESTMENTS INC. · KAMUELA, HI
AMERIPRISE FINANCIAL SERVICES, LLC · Kamuela, HI

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